With the projects funnel you will be able to download a CSV file with the most important information of your projects. To download the file, click on the "Download" button located at the top right of the screen.
The CSV file contains a summary of all the projects to which the user has access.
If there is a filter applied to this funnel view, then the CSV file will only contain the information of the displayed projects.
The available information you will find in this CSV file is as follows:
Number of the favorite proposal
Date
Project name
Client name
Status
Rate
Agent
Amount Preferred Proposal
Utility of favorite proposal
Currency Type
Number of proposals generate
System size
Service number
You can then filter and sort the information as you wish in an excel editor.
For more information about the project funnel, how it works and what more information you can find in it, we suggest you to read: Project Funnel