I'm trying to build a report which show unclosed deals of a company and all it's assigned sub-companies. Is there a way to build this? The advanced report builder only seems to be able to use the filter "assigned contacts" and not "assigned companies".
The background of the report: we want our accounting to see all deals related to a companie and its subcompanies AUTOMATICALLY. At the moment, we use the filter "Assigned Company" of the deal and choose the companies by hand. This takes a lot of work and means that our key accounting always has to update every report on a dashboard as soon as we're working with a new subcompany.
Hi @Sandra_E! I've spoken with one of my colleagues and here's what we think:
First, a question. Do you have custom objects separating your companies and sub-companies? It sounds like that’s likely what you'd have set up in order to have this parent/child relationship.
Then, a recommendation: Create a yes/no/unknown custom property on the parent company record and run a workflow that will search for any open opportunities related to that parent company. If you have open opportunities, update the property field to be “yes.” From here you can build a summary custom report that will give you a list of all of those open opps.
Note: In the columns, you'll want to bring in any property that signifies which related subcompanies are correlated with those open deals.
I hope this helps!
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again, thanks for your extensive help! Yes, this filter works for the reports themselves.
However the whole dashboard includes about 10 reports. And that is just on one dashboard. Some reports are used on several dashboards.
So everytime somebody adds a child company to the parent company, we'd have to update the filters on all reports individually and manually. And have to make sure the information that an child company was added gets throught to our controlling person. So I was wondern whether we can filter the reports as "all deals of parent comapny X and _all_ child companies related to company X". By this, we'd save lots of time and reduce the possibility of mistakes.
Hi @Sandra_E! I've spoken with one of my colleagues and here's what we think:
First, a question. Do you have custom objects separating your companies and sub-companies? It sounds like that’s likely what you'd have set up in order to have this parent/child relationship.
Then, a recommendation: Create a yes/no/unknown custom property on the parent company record and run a workflow that will search for any open opportunities related to that parent company. If you have open opportunities, update the property field to be “yes.” From here you can build a summary custom report that will give you a list of all of those open opps.
Note: In the columns, you'll want to bring in any property that signifies which related subcompanies are correlated with those open deals.
I hope this helps!
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!
thanks for your answer. It sounds like your solution would work, but we do not want to set up an extra object. We'd want to use the "Related Companies" feature by Hubspot. It is not important for our reports which company is the parent or the child company; we only need to track that we made a deal with a related company.
Do you know a way to use this in-build Hubspot property?