topic Re: Sales by Item Report in Dashboards & Reporting

Sales by Item Report

McPoyle — Thu, 02 Mar 2023 16:39:52 GMT

I'm relatively new to Hubspot reporting and I'm trying to create what I thought was a very simple report: Sales by Item.

I can't seem to find (or create a calculated field) in Line Items that gives me the extended price (unit price x qty) for individual products that were included in closed deals. I thought Net Price would proivide this data but that field includes all of the same values as the Unit Price field. Can anyone help?

Re: Sales by Item Report

PamCotton — Thu, 02 Mar 2023 22:52:53 GMT

Hello @McPoyle, thank you for posting in our Community!

I want to invite our top experts to this conversation @mbrown @D-Janis @GrantCarlile any recommendations for @McPoyle matter?

Thank you,

Pam

Re: Sales by Item Report

mbrown — Fri, 03 Mar 2023 09:54:48 GMT

Thanks for the mention @PamCotton.

What subscription are you on @McPoyle? You can report on line items if using Professional or Enterprise Sales. This thread looks similar and may help more: https://community.hubspot.com/t5/Dashboards-Reporting/Line-Item-Reporting/m-p/422360

Re: Sales by Item Report

McPoyle — Fri, 03 Mar 2023 15:24:50 GMT

Thanks for you reply. We have a CMS Enterprise subscription and
Professional Sales, Service, and Operations Hubs.

I can query Line Items in the Custom Report Builder, but I can't find any
way to generate a report that provides the sum of sales for each individual
product. There's no Extended Price field that I can see, and it won't allow
me to set up a calculated field of (unit price x qty).

Thanks for any help!