My financial management community would like reports showing pipeline progress from month to month. Can I get a month end snap shot of our on-line database and or selected tables? I can do it with Excel data exports - I guess - just looking for something a little more automated.
Hi,
The following wikis might be useful to your scenario
https://devcommunity.pipedrive.com/t/integrating-pipedrive-with-other-products/4956/6
Feel free to create a new topic if you still face challenges.