Dashboards & Reporting

McPoyle
Member

Sales by Item Report

SOLVE

I'm relatively new to Hubspot reporting and I'm trying to create what I thought was a very simple report: Sales by Item.

I can't seem to find (or create a calculated field) in Line Items that gives me the extended price (unit price x qty) for individual products that were included in closed deals. I thought Net Price would proivide this data but that field includes all of the same values as the Unit Price field. Can anyone help?

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mbrown
Solution
Contributor | Platinum Partner
Contributor | Platinum Partner

Sales by Item Report

SOLVE

Thanks for the mention @PamCotton.

 

What subscription are you on @McPoyle? You can report on line items if using Professional or Enterprise Sales. This thread looks similar and may help more: https://community.hubspot.com/t5/Dashboards-Reporting/Line-Item-Reporting/m-p/422360 


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mbrown
Solution
Contributor | Platinum Partner
Contributor | Platinum Partner

Sales by Item Report

SOLVE

Thanks for the mention @PamCotton.

 

What subscription are you on @McPoyle? You can report on line items if using Professional or Enterprise Sales. This thread looks similar and may help more: https://community.hubspot.com/t5/Dashboards-Reporting/Line-Item-Reporting/m-p/422360 


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McPoyle
Member

Sales by Item Report

SOLVE
Thanks for you reply. We have a CMS Enterprise subscription and
Professional Sales, Service, and Operations Hubs.

I can query Line Items in the Custom Report Builder, but I can't find any
way to generate a report that provides the sum of sales for each individual
product. There's no Extended Price field that I can see, and it won't allow
me to set up a calculated field of (unit price x qty).

Thanks for any help!
PamCotton
Community Manager
Community Manager

Sales by Item Report

SOLVE

Hello @McPoyle, thank you for posting in our Community!

I want to invite our top experts to this conversation @mbrown @D-Janis @GrantCarlile any recommendations for  @McPoyle matter?

 

Thank you,

Pam

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