Cross report with deals & companies & products

Regular Contributor

Hi!

 

I am trying to create report what deals we have. Which products to which customer. I can create report from deals with products but I cannot add deal property (company) to the report... Is this possible anyhow?

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Advisor

Hello @mcpaha 

 

It seems that few properties are not supported in multiple data types reports. Also on creating deals and companies reports, we have the same thing.

 

For comapnies overview on how many deals they hold, you can create a single report on Deals and filter them with associated companies and amount in company.

 

Thanks

Digital Marketing & Inbound Expert In Growth Hacking Technology
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Regular Contributor

Hi @mcpaha -

 

Here's a blog post on how a company Real Time Networks does reports on deals with products https://www.rekener.com/blog/hubspot-crm-reporting-sales-rep-scorecards -- hope it is helpful for you!