To export the total value of CRM deals by period in Papo (https://papo.global/), use the Reports module to view the funnel summary with values by stage and status and, to take data outside the platform, set up an automation with webhooks or use the API. Automated export sends Kanban values to an external spreadsheet whenever a deal is created or moved.
Summary of export methods
| Method | What it does | Best for |
|---|---|---|
| Reports | Shows the funnel summary with cards by stage and status (open, won, lost) and values. | Quick analysis in the dashboard. |
| Webhooks via Flows | Sends Kanban events to an external URL in real time. | Feeding spreadsheets and dashboards automatically. |
| API | Allows scheduled queries and integration with BI tools. | Technical teams that need recurring extraction. |
| Super Chat | Lists all Kanban wins with total in R$ and breakdown by funnel. | One-off check of the total value. |
How to view the total value in the Reports module
Papo's Reports module brings together the funnel summary and CRM values. In it, you see the number of cards in each Kanban stage, the distribution by status (open, won, and lost), and the total value of deals in each phase. Apply the period filter to restrict the analysis to the desired interval.
This view is updated automatically based on CRM movements and helps answer questions such as “what is the total value of won deals in the month?” or “how much is stuck in proposal?”. To take these numbers to a spreadsheet or presentation, automated export is the recommended path.
How to export the total value with webhooks
The most practical way to feed an external spreadsheet with the total CRM value is to use Flows and webhooks. Thus, whenever a relevant event happens in the Kanban, Papo sends the data to a destination configured by you.
- Prepare the destination: create a webhook URL in an automation tool or script that writes the data to a spreadsheet.
- Create the flow in Papo: go to the Flows module and create a new automation with a Kanban trigger, such as “deal created” or stage movement.
- Add the webhook action: enter the destination URL and define the sending method.
- Send the deal data: in the webhook body, include name, value, stage, status, funnel, and creation date.
- Activate the flow: from that moment on, each new deal or movement triggers sending the data to your spreadsheet.
With raw data arriving row by row, you can use formulas or pivot tables to sum values by period, stage, and status. If you prefer, connect the spreadsheet to a BI tool to create dashboards that update automatically.
What if I need a one-time export?
If the need is one-off, go to the Reports module, view the funnel summary, and copy the data manually to a spreadsheet. For larger volumes or frequent updates, webhook automation is more efficient. Papo's API also allows scheduled queries, but for funnel data the webhook approach is the most direct.
Another quick option is to ask Super Chat: “list all Kanban wins”. The response brings the number of won cards, the total in R$ (sum of card items; if there are no items, it uses the estimated value) and the breakdown by funnel.
Who this export is useful for
- Sales managers who need to track the total pipeline value by period and share it with leadership.
- Operations analysts who want to cross-reference funnel data with marketing or financial metrics.
- Teams that already use spreadsheets as an information hub and want to eliminate manual export.
- White label resellers who want to provide customized reports for their clients.
Frequently asked questions
Does the funnel report have direct CSV export?
No. The funnel summary is displayed in the Reports module, but it does not offer a direct download button. Automated export via webhooks or API is the recommended alternative.
Can I export the total value for a specific period?
Yes. Apply the period filter in the report before viewing. For automated export, configure the flow to send only events from the desired interval or filter the data in the spreadsheet.
How do I get the total won deals in the period?
In the funnel report, see the cards with “won” status and sum the values. You can also ask Super Chat “list all Kanban wins” to get the total in R$ and the breakdown by funnel.
Do I need technical knowledge to export?
Viewing in the dashboard does not require it. For webhooks and API, you need to configure a destination URL, but the flow can be set up without heavy coding.
Do exported values include card items?
Yes. The total considers the sum of card items; if there are no items, it uses the estimated value.
Can I filter by owner?
For a breakdown by owner, combine with the agents report, which shows individual performance. Available filters may vary by account; check the help center for updated details.
Read also
- How to export the funnel summary report for external analysis
- Automations in Papo: Rules, Macros, Flows, and Webhooks – which one to use?
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