Quarterly sales reviews don’t have to be a slog—or a guessing game. If you’re stuck clicking around, wondering how to actually get your sales numbers out of Tryleap and into something you can work with, you’re not alone. This guide is for sales managers, founders, and anyone who’d rather spend time improving results than wrestling with exports or staring at dashboards that look pretty but don’t tell you much.
I’ll walk you through exporting your sales data from Tryleap, show you what to do with it, and call out the shortcuts and dead-ends I’ve hit so you don’t have to. No gimmicks. No buzzwords. Just a clear path from data dump to useful insight.
Step 1: Figure Out What Data You Actually Need
Before you hit "Export," stop and think about what you (or your team, or your boss) actually care about. Most people just grab everything, but that’s how you end up with a 10,000-row spreadsheet and zero answers.
Typical questions to answer in quarterly reviews: - How much did we sell, and how does it compare to last quarter? - Who were our top customers? Any surprises? - Which products or services drove most of our revenue? - Are there trends (up, down, weird blips) in certain regions or teams? - Did any deals slip, fall through, or close unexpectedly?
Pro tip: Make a quick list of 3-5 things you need to know before you even open Tryleap. It’ll save you time later.
Step 2: Exporting Sales Data from Tryleap
Let’s get your numbers out of Tryleap and into your own hands. Here’s the straightforward way:
- Log in to Tryleap.
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If you’re not sure about your login or permissions, check with whoever manages your sales tools. Some roles can export, others can’t.
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Go to the Sales or Reports section.
- The navigation might say "Sales," "Deals," or "Reports," depending on your Tryleap setup.
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Look for an “Export,” “Download,” or “Data” button. Usually, it’s in the top-right corner.
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Set your filters.
- Date range: Set this to the quarter you’re reviewing (e.g., Jan–Mar, Apr–Jun, etc.).
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Other filters: If you only want closed deals, filter for “Closed/Won.” If you care about a certain team or region, apply those filters now.
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Choose your format.
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CSV is the safest choice—works with Excel, Google Sheets, and most analysis tools. Avoid PDF unless you want a static report with zero flexibility.
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Export and download.
- Click export, wait a moment, and download the file.
Heads up: Sometimes, Tryleap will email you a link to the export if it’s a big file. Check your inbox if the download doesn’t start right away.
What if the export button is missing? - You might not have permission, or your plan doesn’t include exports. If that’s the case, talk to your admin or Tryleap support. Don’t waste 30 minutes clicking around in circles.
Step 3: Clean and Prep Your Data
Raw exports are messy. You’ll probably get columns you don’t need, weird date formats, and maybe even duplicate rows.
Here’s what to do next:
- Open your CSV in Excel or Google Sheets.
- Delete columns you don’t need. (Do you really care about “internal notes” or “last modified by”?)
- Check date formats. If they’re all over the place, use Excel/Sheets tools to standardize them (e.g., yyyy-mm-dd).
- Remove duplicates. Sometimes exports include updates or logs that double up rows.
- Spot-check for missing data. If “Amount” or “Customer Name” is blank anywhere, flag it—Tryleap exports aren’t perfect.
Pro tip: Save this cleaned-up file as a new version. Never overwrite your original export—you’ll want that backup if you mess something up.
Step 4: Basic Analysis—Answer the Big Questions
Let’s get to the part that actually matters: making sense of the numbers.
4.1 Total Sales and Growth
- Sum up your “Deal Value” or “Amount” column to get the total sales for the quarter.
- If you exported last quarter’s data too, put both totals side by side and calculate the percent change.
- Formula for growth:
(This quarter – Last quarter) / Last quarter x 100
Don’t overthink it: Fancy charts are fine, but a simple table with last quarter, this quarter, and percentage change is what most folks want to see.
4.2 Top Customers
- Sort by “Customer Name” and sum up deal values for each.
- The top 5–10 customers usually account for most of your revenue. Ignore the long tail unless there’s a surprise.
4.3 Product or Service Breakdown
- If you have a “Product” or “Line Item” column, pivot table it to see which items are selling.
- If not, and everything’s just “Deals,” you don’t have product-level data—don’t sweat it, just flag this as a limitation.
4.4 Trends and Outliers
- Create a simple line chart with dates on the X-axis and sales on the Y-axis.
- Look for any big spikes or dips. Did they match a campaign or a big customer? If not, dig in.
What to ignore: “Average deal size” can be misleading if you have a few giant deals. Focus on totals and clear trends.
Step 5: Dig Deeper (But Don’t Get Lost)
If you’ve got more time (or a boss who loves charts), you can go deeper:
- Win/loss analysis: Look at “Won” vs. “Lost” deals. Are you closing more or less than last quarter?
- Sales cycle length: If “Created Date” and “Closed Date” are available, subtract one from the other for each deal. Average it out. Is it getting faster or slower?
- Team or rep performance: If you have “Owner” or “Sales Rep” fields, sum totals by rep. But don’t obsess—sales is lumpy, and one big deal can skew things.
Be skeptical: Just because you can make a chart doesn’t mean it’s useful. Stick to the questions you outlined at the start.
Step 6: Present and Share Your Findings
You’ve got your answers. Now make them easy for others to see.
Best practices:
- Keep your summary to one page if you can.
- Use simple tables and 1–2 charts. No one needs a 20-slide PowerPoint.
- List your key takeaways in plain English:
- “Sales grew 12% this quarter, mostly from Acme Corp’s renewal.”
- “We lost two big deals in March—let’s dig into why.”
- “Product X sales dropped by 30%. Needs attention.”
Sharing:
Send the cleaned-up spreadsheet and a short summary by email or Slack. If you must use a dashboard, only include charts that directly answer the questions you started with.
What Works, What Doesn’t, and What to Watch Out For
- Works: CSV exports, pivot tables, basic charts, and clear summaries.
- Doesn’t work: Downloading every possible report “just in case.” You’ll drown in data.
- Ignore: Vanity metrics (like “calls made” or “emails sent” unless they directly relate to wins/losses).
- Watch out: Tryleap’s exports occasionally miss newer custom fields—double-check that you’re getting all the columns you need.
Pro tip: If you find yourself copying and pasting the same formulas every quarter, build a template once and reuse it. Saves loads of time.
Keep It Simple—and Iterate
Quarterly reviews are about spotting real trends, not running a data marathon. Start with the basics, answer the key questions, and don’t get hung up on the stuff that doesn’t move the needle. You can always go deeper next time, once you know what actually matters to your team.
If you hit a wall with Tryleap’s exports or your data’s a mess, don’t be afraid to ask for help—or to push your vendor for better tools. But start simple. Clean exports, clear answers, done.
Now, get back to actually running your sales team.