Hello,
We often have two companies associated to a Deal. The Company that Purchased and the Partner that brought us the lead. I need to run a closed won report that will show me both companies associated with a closed won deal. I have not found a way to do this without showing multiple lines for the same deal. I would like the company column to just list both companies. Is this possible?
Hi @SComeau,
I’ve played around a bit with this as well and it doesn’t look like this is possible. The approach that would make most sense to me is a pivot table, however, if you want column A with the deal name, column B with the company names, HubSpot expects there to be an aggregation for the value column B - not displaying the company names but the count.
I don’t think this can be done, unfortunately.
Best regards!