Our company sells some of its products in bundles with other products or separately e.g. a car OR a car with tires OR just tiers. Now we have all these products as separate options to choose from the product list.
I can display a report with count of deals with a specific products e.g. how many deals were for tiers but I have trouble creating a report showing count of deals with products sold in bundles e.g. car with tires was sold X times but just car was sold Y time.
Can I create such a report without changing the products? All responses will be much apreciated.
Hi @KubaNowakowski!
My name is Olivia and I am happy to help here.
You can create a deal-based list that only pulls in deals that have ALL of the line items you specify associated to them.
Then, in the custom report builder you can chose Deals as your primary data source and use the ‘list membership’ filter to pull in all deals specifically on that list.
This workaround means that you will have to build one report per line item combination.
I can keep looking into solutions. using just the report builder but this is what I immediately thought of.
What do you think? Would this work for what you need?
Yes @KubaNowakowski
You can archive this by creating custom properties you can create a property “cars sold with tiers” and select the value as yes or no and update these deals properties likewise whenever you sell cars with tiers and opt for yes if you close the deal and update the property
Up next create a custom report selecting deals as your primary source add a filter to your report like “cars sold with tyers” is equal to yes
Save the report in the way you can see the products sold in bundles without changing the products
Let me know if you have any follow-up questions.
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