We have some deals that have multiple line items in each one. Are there any recommendations for how you report on these line items and are able to split them up? We have found that reports are not counting the line items when there are multiple ones per deal.
Further more, I have tried to map line items to deal properties to be able to report, but with no luck, as the only option I see is to map “most recently updated line item” which won’t help with deals that have multiple line items.
Have you tried to create a report via the custom report builder, and only use the line items as a source or as the primary data souce in combination with the deals? This should allow you to count multiple line items per deal:
Hope this helps!
Best regards,
Jonas De Mets
HubSpot Revenue Operations & Co-Founder @ Koalify
Did my answer help? Please “mark as a solution” to help the community.
@Jonas_De_Mets I have tried this and the issue is when it comes to filtering for specific products, multiples of the same product are showing up. I thought I could look by the record ID that is tied to each product name, but the Record ID for products isn’t coming up as a searchable or filter option.
Hope this helps!
Best regards,
Jonas De Mets
HubSpot Revenue Operations & Co-Founder @ Koalify
Did my answer help? Please “mark as a solution” to help the community.
