Deal exports

IN THIS ARTICLE

How to export a deal

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

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)
• Items 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, item and resource
• Stats by resource, phase, feature, item and estimate (i.e. everything)
• Payment milestones

Role tags and product tags are included in the relevant worksheets (Roles, Products, Schedule, Estimates, Stats), enabling downstream reporting and integration workflows.

Overview sheet

A commercial summary for the entire deal

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 > Item
• Units, cost, price price and margin

Exported deal scope sheet in WBS format

Items sheet

A list of items by phase, category and feature

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

Exported deal items 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

Role schedule sheet

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

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

Estimates sheet

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

Exported deal estimates sheet

Stats sheet

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

Exported deal stats sheet

Platform export

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

Export to Jira

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

Export to ClickUp

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

All integrations

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