Filtering for different line items

Smart CRM & Sales Hub Dashboards & Reporting
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1

Hey!

I have run into this a few times, this is the first time asking about it. I am trying to run a report on how many deals have two types of line items on them.

For example line item 1 is one product and like item 2 is a different product. I am wanting to know the count of deals that have both line items.

This is how I was filtering:

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Expecting filter 1 to look for line item 1 with the listed properties and filter 2 to look for a line item with the listed properties.

After pulling a report from our POS system, I know that we have multiple deals including both of these products. BUT HubSpot gives me a result of 0 deals with these line items.

This leads me to assume that the way HubSpot is pulling the filters is by looking for 1 line item that includes both filter 1 and filter 2.

I am using the customer report builder with deals as primary and Contacts and line items as secondary data sources.

Can someone verify that HubSpot is looking for deal that have 1 line item with all filters? If so, how can I get around this issue?

If that is not the case, I must be doing something else wrong, but I want to make sure it’s not a dead end before I put a lot more effort into figure this out.

Thank you!

2

Hey @RRindik! Thanks for this post. I think your assumption is correct. The report will look for one line item per deal that fits all of the filters. I might suggest using multiple lists to finesse the report filters.

For example, create a list of deals that contain Product 1 conditions. Then, create a second list of Deals that fit the filter conditions for Product 2. You could then add both lists as filter conditions in the report: ‘deals that are a member of List A and List B’

Let me know if I did not understand your questions or if you need additional clarification!

Best,

Kennedy