If you’re prepping for a quarterly business review and need to show your deal pipeline, closed revenue, and everything in between, you want data that’s actually useful—not just a pretty dashboard. This guide is for sales leaders, ops folks, or anyone who’s tasked with pulling real deal data out of Revenoid for a QBR. If you’re tired of hunting for the right export button or wrangling messy spreadsheets, you’re in the right place.
Let’s break down exactly how to get granular deal reports from Revenoid, what to watch out for, and how to avoid the usual pitfalls.
1. Check Your Access and Permissions
Before you even log in, double-check that you have the right permissions. Revenoid’s reporting features are only available to users with “Manager” or “Admin” roles. If you’re not sure, click your profile icon and look for “Role” in your account details.
If you don’t have access:
- Ask your Revenoid admin to grant you temporary access or export the reports for you.
- Don’t waste time clicking around or logging tickets if you’re stuck in “Viewer” mode—you’ll just get frustrated.
Pro tip: If you’re stepping in for someone else, make sure you’re not using a legacy login. Revenoid sometimes restricts features based on how the account was created.
2. Decide What Level of Detail You Actually Need
Revenoid’s reporting can spit out everything from a 10,000-foot summary to every field in your CRM. Figure out what your stakeholders actually need:
- Quarterly totals: Closed/Won revenue, pipeline by stage, deal velocity.
- Deal drill-downs: Who closed what, deal size, products, timelines.
- Custom fields: Region, team, industry, or anything you’re tracking.
Don’t export everything “just in case.” Huge reports with 50+ columns slow you down and make your review a slog. Talk to your manager or the QBR audience and get clear on what matters this quarter.
3. Navigate to the Right Report
Once you’re in Revenoid, head to the “Reports” tab in the main sidebar. Revenoid has a few default reports, but not all of them are useful for QBRs. Here’s what actually matters:
- Deal Progress Report: Shows deal status, owner, close dates, and custom fields.
- Revenue Summary: Great for high-level numbers, but usually too vague for a QBR.
- Custom Reports: If your org has set these up, check for anything called “QBR” or “Quarterly.”
Skip: “Activity Reports” (calls, emails) unless you’re specifically asked for rep activity. Most execs don’t care.
4. Set the Date Range Carefully
This is where most people mess up. Revenoid defaults to “Last 30 days.” For a quarterly review, set your date range to match your fiscal quarter.
- Click the date filter in the top right.
- Select “Custom Range.”
- Enter your quarter’s start and end dates (e.g., Jan 1 – Mar 31).
Watch out: If you’re reporting on deals created and closed in the quarter, double-check that your filters aren’t just showing one or the other. Revenoid sometimes “remembers” your last filter, which can trip you up.
5. Add or Remove Fields (Columns) as Needed
Click the “Customize Columns” button (usually a gear icon or under the “...” menu). Here’s what you probably want:
- Deal Name / ID
- Owner
- Stage
- Amount
- Close Date
- Custom tags (region, segment, etc.)
- Any notes or comments (if you need context)
What to skip: “Created By,” “Last Modified,” or any audit trail fields unless someone specifically wants them.
Pro tip: Revenoid sometimes adds new fields without much warning. If you see columns like “Deal Health Score” or “AI Forecast,” only include them if you actually use them in your workflow. Don’t let filler columns muddy your report.
6. Filter Down to What Matters
Use filters to cut out noise. For QBRs, you probably want:
- Deal status: Closed/Won, Closed/Lost, or Open
- Product line or region: If you split your review by these
- Owner/Team: Useful for comparing performance
Skip: Filtering by “Created by” unless there’s a specific audit need. Too many filters just confuse things.
If you get zero results: Double-check that your filters aren’t too restrictive. Revenoid’s filters stack, so it’s easy to accidentally hide everything.
7. Export the Report
Once your report looks right, click the “Export” button in the upper-right. You’ll get options like:
- CSV (good for Excel or Google Sheets)
- XLSX (for Excel, keeps formatting better)
- PDF (not recommended—you can’t sort or filter after export)
CSV is usually safest. It’s the least likely to break if you open it in different tools.
Heads up: Exports over 5,000 rows can take a couple of minutes. Revenoid sometimes emails you a download link if the report’s big. Watch your spam folder.
8. Clean Up the Data Before Sharing
Don’t just fire off the raw export. Open it in Excel or Google Sheets and check for:
- Weird date formats
- Empty columns
- Duplicates (especially if you’ve exported overlapping time periods)
- Rows with “Test” or “Sample” deals your team forgot to delete
Delete what you don’t need. The goal is to make your QBR run smoother, not give people homework.
Pro tip: Add a summary row—total revenue, number of deals, average deal size—right at the top. Saves you from getting basic questions during the meeting.
9. Save Your Filters and Report Structure (Optional)
If you’ll be doing this again next quarter, save your setup:
- Click “Save as Custom Report” (usually at the top of the report page).
- Name it something obvious, like “QBR – [Quarter] – [Region].”
- Next time, just update the date range and export again.
Don’t bother saving every possible report. Only save what you’ll actually use. Old custom reports just become clutter.
10. What to Do When Things Go Wrong
No software is perfect. Here’s what to do when Revenoid gives you trouble:
- Blank exports: Usually a filter issue. Reset all filters and start over.
- Missing columns: Revenoid sometimes hides columns if there’s no data. Check if your deals actually have info in those fields.
- Can’t export: Double-check your permissions. If you’re still stuck, try logging out and back in—sometimes sessions get stale.
- Weird formatting in CSV: Open in Google Sheets, which handles odd characters better than Excel.
If you hit a wall, Revenoid’s help docs aren’t bad, but don’t expect miracles from their chat support during quarter-end crunch time. Sometimes it’s faster to ask a teammate who’s exported reports before.
A Few Things to Ignore
- AI-generated insights: These sound fancy but rarely help in a QBR. Stick to the numbers that matter.
- “Export to PDF” for live data: PDF is fine for a snapshot, but useless if anyone wants to analyze or slice the data later.
- Over-customizing reports: The more you tweak, the more you have to fix next quarter. Simple is repeatable.
Keep It Simple—And Iterate
Exporting deal data from Revenoid doesn’t have to be a pain. Get your access sorted, pick only what you need, and spend a few minutes cleaning up the export before sharing. The more you do this, the faster it gets—so don’t stress about making it perfect the first time. Just get your numbers, keep it transparent, and move on to the stuff that actually matters in your business review.