Deal Tag Reporting

HubSpot Ideas
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Status: Delivered

Status history

1

The ability to tag deals is very useful, but I feel the ability to report on these tags has been overlooked. You are able to filter by them, but what would be great is to generate reports on these. For example:

  • to feedback to stakeholders how many deals there are with certain tags
  • for teams to manage their priorities from the dashboard when picking up/progressing deals
2

Hi @WStoffberg, thank you for submitting your idea.

I’m happy to share that as of June 1, CRM object tags (deal tags, ticket tags) became available for use in other HubSpot tools, including reporting, workflows, etc. Here’s some additional info:

What is it?

You can now do more with the deal tag and ticket tag properties.

Previously, colored object tags would appear on the board and table views. Now, you can also:

  • View object tags on the record page
  • Use object tags in automated workflows
  • Use object tags in reporting

Essentially, you can now use colored object tags as you would any other property within your HubSpot account.

How does it work?

See here for more information on prioritizing deals and tickets with colored object tags.