Dashboards & Reporting

NicoRlk
Participante

Create a deals view filtered by Products

resolver

Hello,

I am trying something that look simple to me but ... isn't finally.

I am selling 2 kinds of subscriptions : standard and premium.

I would like to create a view filtered by one of this products.

I can't find how / where I can add a filter by product on the deals filters (it seems I can only filter with the deals properties)

 

Can anyone help me please ?

 

Thank you

1 Solução aceita
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Create a deals view filtered by Products

resolver

Hello @NicoRlk,

 

This has been requested as a HubSpot Idea by a lot of others users here.

 

There is a workaround for this using workflows. Since deals and products are different objects in HubSpot, we need to make the product information available in a deal property.

 

@Phil_Vallender has explained this workaround here: https://community.hubspot.com/t5/Dashboards-Reporting/List-of-existing-deals-without-products/td-p/2...

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Exibir solução no post original

1 Resposta 1
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Create a deals view filtered by Products

resolver

Hello @NicoRlk,

 

This has been requested as a HubSpot Idea by a lot of others users here.

 

There is a workaround for this using workflows. Since deals and products are different objects in HubSpot, we need to make the product information available in a deal property.

 

@Phil_Vallender has explained this workaround here: https://community.hubspot.com/t5/Dashboards-Reporting/List-of-existing-deals-without-products/td-p/2...

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.