How to create a sales funnel report by salesperson in Papo

To create a sales funnel report by salesperson in Papo (https://papo.global/), use the native filters in the CRM Kanban Deals list to select an owner, the desired period, and the pipeline stages. Then export the filtered view as CSV or XLS to an external spreadsheet and, if needed, feed dashboards in Google Sheets or Looker Studio.

With your data already organized in the CRM, in just a few minutes you get an individual snapshot of each salesperson's performance: how many deals are in each stage, what the total value under management is, and which opportunities are active at the time of analysis.

Summary of what you'll do

Step	What to do	Result
1. Filter by owner	In the Deals list, select the salesperson (owner) you want to analyze.	Shows only that professional's deals.
2. Refine by period and stage	Adjust the filters for creation date, value, or funnel phase.	Narrows the scope to a specific month, week, or stage.
3. Export the list	Use the export function to download the data.	Generates a CSV/XLS file with the deal fields.
4. (Optional) Feed dashboards	Load into Google Sheets and connect to Looker Studio, or set up an automation with Flows and Webhooks.	Creates recurring visual reports that are independent of manual exports.

How to build the report step by step

The process does not require any new module — you use the information already in the CRM.

1. Go to the Deals list

In the Papo panel, go to the Kanban module or the Deals list view. Both views show the same cards in your pipeline.

2. Apply the owner filter

Find the Owner (or salesperson) filter and choose the name of the professional to be analyzed. From that point on, the screen shows only the deals assigned to them.

3. Refine the period and stages (optional)

For a more targeted report, combine the available filters:

Creation date: isolate deals opened in the last 7, 15, or 30 days.
Funnel stage: focus on specific phases, such as "Proposal Sent" or "Negotiation".
Value: filter by ticket range if the focus is high-value deals.

These combinations let you generate anything from a weekly follow-up to a monthly analysis of the individual pipeline.

4. Export the data

With the filters applied, use the export option in the Deals list. Usually the platform offers an "Export" button in the upper corner of the grid. Select the desired format (CSV or XLS) and download it.

The generated file will include columns such as deal title, value, stage, creation date, associated contact, and owner — everything you need to build a pivot table or a funnel chart by salesperson.

5. Turn the file into a dashboard (if you want)

After exporting, you can:

Open the spreadsheet in Excel or Google Sheets and sum the values by stage.
Create funnel charts with the number of deals in each column.
Connect to Looker Studio to have a dashboard that updates whenever a new file is uploaded.

If you need automatic updates without manual exports, the Flows module with Webhooks sends the data from each new deal (or change) directly to a Google spreadsheet. The articles listed in "Read also" show how to set up that integration.

Who this report is useful for

Sales managers who need to evaluate the team's individual productivity and prepare follow-up meetings.
Commercial coordinators who want to compare different salespeople's pipelines without relying on manual spreadsheets.
White Label Resellers who want to generate performance reports for each client in their reseller business, clearly demonstrating the value of the CRM.
Operations analysts who cross-reference funnel data with targets and commissions.

Frequently asked questions

Does the report show the total value of deals by salesperson?

Yes. By filtering by owner and exporting, you get a column with the value of each card. By summing these values in a spreadsheet, you arrive at the total managed by the salesperson. In addition, the Kanban view itself can display the sum of values on screen.

Can I save the filter to reuse it next week?

Deals list filters do not remain saved between sessions, but you can reapply the same combination of criteria in a few seconds. For automated reports, the recommendation is to use Flows with Webhooks or schedule automatic report sending by email.

Is it possible to include data from associated contacts?

The export includes the primary contact of each deal. If you need more fields from the record, you can cross-reference the exported list with data from the Contacts module, also exporting the contacts database filtered by the same owner criterion (when available) or by tags.

Can I generate a salesperson's report for all pipelines at the same time?

Yes. Just select the owner and leave the pipeline filter unrestricted — the view and export will bring all deals for that salesperson, regardless of the pipeline they are in.

Is there a row limit on export?

The export loads all records that match the applied filters. There is no practical limit for report generation, but download time may vary depending on volume. The exact features of each plan can be found on Papo's plans page.

Can I schedule this report to be sent by email?

Yes. Papo lets you schedule reports to be sent automatically to the manager's inbox. This way, the funnel summary by salesperson arrives before the meeting, without relying on manual exports. Configuration details are in the article about scheduling reports.

Filter Papo CRM Deals by salesperson, export to spreadsheets, and turn your pipeline into decisions — without relying on external BI.