Is there a way to get an accurate report for the total number of individual products sold over the period of a month/ quarter etc.
At the moment i get a line item report that shows when a specific product is a line item in a deal but not that there is 6x of the product in the deal.
I would like to know that on average per month we sell X number of each product.
@MCohen37 I have tried a couple of different reports for this and it looks like we are unable to build an average of the ‘count of line items’ field in a custom report. We are only able to do a distinct count at this time.
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Hi Chris
Thanks for the reply. I assumed as much however I was somewhat hopeful that someone smarter than me would have figured it out.
I guess its back to Xero I go.
@MCohen37 wrote:
I would like to know that on average per month we sell X number of each product.
This is exactly what I’m looking for. I want to be able to look at the report and see “ok I’m selling an average of 75 of x product each month over the last 12 moths”. Perhaps the team will add “Products” as a data source. Right now we have to use line items and there is no option to aggregate an average for number of line items over a given time period.
To get an accurate report of the total number of individual products sold over a month or quarter in HubSpot, you need to use the custom report builder. Instead of relying on line items that only show when a product appears in a deal, include the “Quantity” field in your report. This ensures the report reflects how many units were sold, not just the presence of the product in deals. Group the data by product name and aggregate it using the sum of quantity. Set your date filters to monthly or quarterly as needed. This setup will give you a clear picture of average product sales over time. You can also schedule the report to run automatically.
. I suggest you give a try Hubspot xero integration app This will help to convert deals into Xero invoices and see customer revenue in HubSpot. If you have any questions, you can book a free consultation; their experts will help you integrate - https://meetings.hubspot.com/cloudify/app-assistance