topic Re: List of Parent company, its child companies and associated deals in Dashboards & Reporting

List of Parent company, its child companies and associated deals

AvonKuhn — Tue, 27 Jun 2023 08:33:50 GMT

Hi,

I read all the work-arounds to create a report or just list or my parent companies (Lifecycle: Customer), their child companies and associated deals and region but cannot seem to get it right. Has there been done any improvement in reportin on this?

Thanks,

Anna

Re: List of Parent company, its child companies and associated deals

PamCotton — Tue, 27 Jun 2023 20:30:41 GMT

Hello @AvonKuhn thank you for posting in our Community!

I want to invite our top experts to this conversation @danmoyle @Dan1 @jolle any recommendations to @AvonKuhn matter?

Thank you,

Pam

Re: List of Parent company, its child companies and associated deals

Dan1 — Wed, 28 Jun 2023 11:13:41 GMT

Hi @AvonKuhn ,

This isn't maybe the direct solution you were thinking of, but it helps a lot of our customers. Who are all HubSpot customers trying to map out BIG businesses and see the deals rolling upto the parent company. I have put together a quick screen share for you to explain:

If you would like access then please connect OrgChartHub via the free plan on our HubSpot app listing page or website. Then drop me a quick message and we will turn on the account mapping functionality for you so you can try it out.

P.S Thanks for the tag @PamCotton

Kind regards,

Dan Currin

Co-Founder

OrgChartHub

GeoMapper

OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps

Re: List of Parent company, its child companies and associated deals

danmoyle — Wed, 28 Jun 2023 14:16:28 GMT

@AvonKuhn I created this test list (Active list, Company object) where the filter is "number of child companies is >/= 1" and lifecycle stage is customer... and "number of associated deals is >/= 1 and lifecycle stage is customer."

The list it gives back doesn't show all the details in one screen, but the columns do show info that's clickable, and the view is customizable. You can also use this list as a filter in your Companies overview and save it as a customizable view.