Dashboards & Reporting

EXayavong
Participant

Report for line item quantity per month. Single customer

Hi everyone,

I wanted to create a report that can show me the line item count per month for a given company. My team wanted something visual, this is as far as I got.

 

EXayavong_0-1723656632318.png

 

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Josh
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Report for line item quantity per month. Single customer

Hi @EXayavong,

 

For those deals in other months, are they using line items in quotes?

It might be easier to screen-share this one. Send me an email (joshc@protocol80.com) if you want to connect via Google Meet to troubleshoot.  




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

Josh
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Report for line item quantity per month. Single customer

Hi @EXayavong,

 

Technically you're not wrong as far as your approach so far. I am assuming the filter applied is the customer? Have there been sales in other months that aren't appearing? Can you share a screenshot of the filter?




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

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EXayavong
Participant

Report for line item quantity per month. Single customer

Hi @Josh 

Yes the filter is the one customer. There should be sales in every month. I posted an image of another report that has the sales by month

 

EXayavong_0-1723662062110.png

 

EXayavong_3-1723662375386.png

 

 

 

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