CMS Development

atramer
投稿者

Products report on Dash

I have filled out our products library but there is no report I can pull into the dashboard based on this information. 

 

will this be added soon? 

 

thanks. 

6件の返信
mattschuh
参加者

Products report on Dash

I agree - please give us the ability to include Products in pipeilne reports and dashboards!  

 

It's a great feature but not very useful if I can't use it to report deal value, etc. 

ernopyykko
トップ投稿者

Products report on Dash

Just noticed this feature this week and same thing popped up straight away.

 

Would be good to be able to report on the products on deals. I would be also nice to have at the backend, at least, an association with the products in the deal, associated contacts and companies with that deal. 

 

 

Regards,

Erno

CathalMoran
投稿者

Products report on Dash

Is this the product library beta in CRM?
I was wondering about this too, I need to test it before rolling it out to the Sales team.

0 いいね!
jennysowyrda
コミュニティーマネージャー
コミュニティーマネージャー

Products report on Dash

@CathalMoran the products library should now be live in your portal. You can find it under sales>settings>sales>product library.

 

Thank you,
Jenny

0 いいね!
Juanjo
参加者

Products report on Dash

Any update in terms of reporting on a Product level?

 

Ideally I'd like to see a report that would visualize:

 

  • Number of products per client.
  • Type of products per client.
  • Type of Products sold monthly.

 

Thanks

roisinkirby
HubSpot製品開発チーム
HubSpot製品開発チーム

Products report on Dash

Hey @atramer! Could you confirm which HubSpot product you are using? 

0 いいね!