Deal exports

IN THIS ARTICLE

Learn how to export a deal spreadsheet to share with internal stakeholders, or export to a work management platform.

How to export a deal

To export a deal, select Export... from the deal menu

Exporting from the deal action menu
Exporting from the deal action menu

Export dialog

The export dialog provides several options

  • Export spreadsheet with itemised estimates, prices, scope, schedules and much more.
  • Export integrations for a range of work management platforms including Jira and ClickUp

The export deal dialog
The export deal dialog

Spreadsheet export

The exported spreadsheet includes the following deal information:

  • Overview of deal value, status and dates
  • Scope of deal in standard work breakdown structure (WBS)
  • Tasks by phase, category and feature
  • Roles by phase and total units
  • Schedules (across all phases)
  • Products by phase and total units (if your deal has services or expenses)
  • Estimates by phase, feature, task and resource
  • Stats by resource, phase, feature, task and estimate (i.e. everything)
  • Payment milestones

Overview sheet

A commercial summary for the entire deal

Exported deal overview sheet
Exported deal overview sheet

Scope sheet

A hierarchical Work Breakdown Structure (WBS) to import into any project management or delivery tool.

  • Numbered hierarchy
  • Phase > Feature > Task
  • Units, cost, price price and margin

Exported deal scope sheet in WBS format
Exported deal scope sheet in WBS format

Tasks sheet

A list of tasks by phase, category and feature

  • Task description, priority, risk and contingency
  • Units, cost, price price and margin

Exported deal tasks sheet
Exported deal tasks sheet

Roles sheet

A list of roles by phase (and stream)

  • Units, unit cost, unit price
  • Total cost, total price, margin
  • Detailed calculation breakdown

Exported deal roles sheet
Exported deal roles sheet

Role schedule sheet

The per-role allocation based on each phase schedule (using the schedule delivery cycle to determine granularity)

Exported deal schedule sheet
Exported deal schedule sheet

Products sheet

A list of products by phase (and stream). Only exported if a deal has recurring services or expenses

  • Units, unit cost, unit price
  • Total cost, total price, margin
  • Detailed breakdown per resource

Exported deal products sheet
Exported deal products sheet

Estimates sheet

A list of every single estimate by phase, category, feature, task and resource. Includes roles, stream and product estimates

Exported deal estimates sheet
Exported deal estimates sheet

Stats sheet

Every single low level stats (our term for individual resource allocations) by resource, phase, category, feature, task and estimate (i.e. everything).

Exported deal stats sheet
Exported deal stats sheet

Platform export

Estii also supports a number of export integrations. See the following guides for more information.

Export to Jira
Export to Jira

The Jira integration allows users to export deals into Jira projects using the deal exporter.

Export to ClickUp
Export to ClickUp

The ClickUp integration allows users to export deals into ClickUp projects using the deal exporter.

All integrations
All integrations

Integrations enable Estii to interact with other platforms like Salesforce, Jira and Slack.