To export Papo's (https://papo.global/) funnel summary report for external analysis, you can set up webhooks that send Kanban data in real time to Google Sheets, or use the platform's API to extract conversion and value metrics. With this data, you can create custom dashboards in tools such as Excel or Looker Studio.
Summary of export methods
| Method | Best for | How it works in Papo |
|---|---|---|
| Webhooks via Flows | Sending funnel events in real time (e.g., new deal created, stage movement) | A Flow with a Kanban trigger fires a Webhook action that sends the data to a configured URL. |
| Papo API | Scheduled queries and integration with BI tools | REST endpoints that return agent and CSAT metrics; for funnel data, the webhook approach is the most direct. |
| Visualization in the Reports module | Quick analysis and manual copy | The funnel summary report displays cards by stage, status (open/won/lost), and values, but it does not have a direct CSV download button. |
What the funnel summary report shows
Inside Papo's Reports module, the funnel summary presents a consolidated view of the sales pipeline. You will find:
- Number of cards in each Kanban stage.
- Distribution by status: open, won, and lost.
- Total estimated or actual value of deals at each stage.
- Conversion rates between stages, when available.
This view is updated automatically based on CRM movements and helps answer questions such as "how many deals are in proposal?" or "what is the total value of won deals this month?". To bring these numbers into a spreadsheet or presentation, automated export is the recommended path.
How to export funnel data with webhooks
The most practical way to feed an external spreadsheet with the funnel summary is to use Flows and Webhooks. This way, whenever a relevant event happens in the Kanban, Papo sends the data to a destination you configure.
1. Prepare the destination (Google Sheets)
You need a URL that receives the information. The most common options:
- Automation platform (Zapier, Make): create a "Catch Webhook" that generates a unique URL and then add an action to insert a row in Google Sheets.
- Google Apps Script: in Google Sheets, go to Extensions > Apps Script, write a
doPost(e)function that parses the JSON and adds the data. Deploy it as a web app and copy the generated URL.
2. Create the Flow in Papo
Go to the Flows module and create a new automation.
- Trigger: choose a Kanban event, such as "Deal Created" or moving a card to a specific stage.
- Action: add a Webhook step.
3. Configure the Webhook
Fill in the fields:
- URL: paste the address obtained in the previous step.
- Method:
POST. - Body: define a JSON with the deal variables. Example:
{
"name": "{{deal.name}}",
"value": "{{deal.value}}",
"stage": "{{deal.stage}}",
"status": "{{deal.status}}",
"pipeline": "{{deal.pipeline}}",
"created_at": "{{deal.created_at}}"
}
Save and activate the Flow. From that moment on, each new deal or movement will trigger the sending of data to your spreadsheet.
4. Build the funnel summary in the spreadsheet
With raw data arriving row by row, you can use formulas or pivot tables to recreate the summary:
- Count cards by stage and status.
- Sum values by stage.
- Calculate conversion rates between columns.
If you prefer, connect the spreadsheet to Looker Studio and create funnel charts that update automatically.
What if I need a one-time export?
If the need is occasional, you can access the Reports module, view the funnel summary, and manually copy the data to a spreadsheet. For larger volumes or frequent updates, automation via webhooks is more efficient.
Who this export is useful for
- Sales managers who need to track the pipeline in real time and share dashboards with leadership.
- Operations analysts who want to cross-reference funnel data with marketing or financial metrics.
- Teams that already use Google Sheets or Excel as an information hub and want to eliminate manual export.
- White label resellers who want to provide customized reports to their clients.
Frequently asked questions
Does the funnel summary report have direct CSV export?
Currently, the Reports module displays the funnel summary, but it does not offer a direct download button. Automated export via webhooks or API is the recommended alternative.
Can I export only a specific funnel?
Yes. In the Flow, you can add conditions to filter by funnel (pipeline) before sending the webhook, ensuring that only the desired funnel data is exported.
Does the data include values in reais?
Yes. Kanban variables carry the deal value (estimated_value or value of items) in reais, which can be sent in the webhook JSON.
Do I need to know how to code to configure the webhook?
Not necessarily. Using platforms such as Zapier or Make, the integration is done without code. Only the Google Apps Script option requires basic JavaScript knowledge.
Does the Papo API have endpoints for the funnel summary?
Currently, the API offers endpoints for agent and CSAT metrics. For funnel data, the webhook approach is the most direct. Check the official documentation for updates.
Can I export historical funnel data?
The webhook sends events from the moment it is activated. To retrieve past data, you can combine manual report export with the new automated records.
Read also
- Automations in Papo: Rules, Macros, Flows, and Webhooks – which one to use?
- How to use the Papo API to manage automation Flows
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