Filter Your Deals
Before exporting a report, use the Filter button located near the upper-right corner of the Deals table.
Click the funnel icon to open your filtering options.
You can filter your Deals using several criteria.
Stage
Use the Stage filter to display Deals at particular points in your campaign workflow.
You can select one or more stages, allowing you to create reports based on the types of Deals you’re interested in reviewing.
For example, you might filter your Deals to review:
- New opportunities.
- Deals currently being negotiated.
- Active campaigns.
- Invoiced campaigns.
- Closed Won Deals.
- Closed Lost Deals.
Selecting multiple stages allows you to create a broader report without having to export each stage separately.
Brand
Use the Brand filter to find Deals associated with a particular company.
Begin typing the company name into Search for companies, then select the appropriate company from the results.
This is especially useful when you want to review your history with a specific brand or agency.
For example, you could filter for a company to see all of the Deals you’ve tracked with that organization.
Invoice
If you’re looking for a Deal associated with a particular invoice, use the Invoice filter.
Enter the invoice number into Search for Invoice Number to narrow your Deals to the associated record.
This can be especially useful when reconciling payments or researching a previous campaign.
Start and End Date
Use the Start Date and End Date fields to create a custom reporting period.
Select:
- Start Date – The beginning of the period you’d like to review.
- End Date – The end of the period you’d like to review.
This allows you to create reports for specific periods such as:
- A month.
- A quarter.
- A calendar year.
- A tax or accounting period.
- Any custom date range.
Combine Multiple Filters
You aren’t limited to using one filter at a time.
Combine filters to create more specific reports.
For example, you could filter for:
Stage: Closed Won
Brand: Nike
Start Date: January 1
End Date: December 31
This would allow you to isolate the matching Deals rather than exporting your entire Deal history.
The more specific your filters, the more focused your exported report will be.
Review Your Results
Before exporting your data, review the Deals displayed in the table.
Make sure the filters you’ve selected are returning the information you intended to include.
This is an important step because the filters currently applied to your Deals table will also be applied to your exported report.
If you want to export your complete Deal history, clear any filters before downloading the report.
Download a CSV Report
Once you’re satisfied with your filtered results, click the CSV button near the upper-right corner of the Deals page.
CM Hub will generate a CSV file containing the Deal data that matches your current filters.
You can then open or import the file into spreadsheet applications such as:
- Google Sheets
- Microsoft Excel
From there, you can perform additional calculations, create charts, organize financial records, or prepare custom reports using your Deal data.
Important
Any filters currently applied to your Deals table are taken into consideration when generating your CSV report.
Filtered table = filtered export.
Clear your filters first if you want to export all of your Deal data.
Ways to Use Deal Reports
Exporting your Deal data can be helpful for more advanced business and financial analysis.
For example, you could use your CSV report to:
- Review annual sponsorship activity.
- Analyze completed campaigns.
- Review your history with a particular company.
- Track invoiced campaigns.
- Prepare information for bookkeeping.
- Analyze sponsorship revenue.
- Create custom reports and charts.
- Maintain external business records.
Your CM Hub Dashboard provides an easy way to monitor your performance day to day, while CSV exports give you greater flexibility when you need to perform more detailed analysis.
Tips
- Apply your filters before clicking the CSV export button.
- Review the filtered Deals table before exporting to make sure you’re downloading the correct information.
- Combine Stage, Brand, Invoice, and date filters to create highly targeted reports.
- Clear all filters before exporting if you want your complete Deal history.
- Consider exporting your Deal data periodically if you maintain additional financial or business records outside CM Hub.