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Filter Deal Pipelines by Product

Right now, reporting for products is very thin. It makes me a little sad that I spent two days manually importing over 1,000 products. 

 

Here are my recommendations:

  • products should show up in deals export
  • you should be able to filter products in sales pipeline.

Thanks Smiley Happy

9 Replies
HubSpot Product Team
HubSpot Product Team
updated to: Idea Submitted

@codymiles512 would you mind breaking this up into two separate ideas? That lets us better track customer interest and keep you updated on the status of the ideas!

HubSpot Product Team
HubSpot Product Team

We can keep this one for filtering pipelines by Product since that's the title. Could you file a new one for the export request?

HubSpot Product Team
HubSpot Product Team

Actually, it looks like we've got one open here you can give kudos to Smiley Happy https://community.hubspot.com/t5/HubSpot-Ideas/Products-export-capability/idi-p/61269/jump-to/first-...

andre25
New Contributor

We would love this feature also, being able to filter deals by-products and then the pipeline total to only show that particular product value in the stage totals

joewatkins
New Contributor

Definitely required. I just updated almost all of my customers with products expecting this to be filterable... Super disappointed it is not.

hersheyjon
Occasional Contributor

Need this. Product is a deal property. We should be able to filter by product.

JoshHarcus
New Contributor

I was able to use Workflows to add this functionality, so now deals can be filtered by products.

 

I'd be happy to help anyone figure it out and repeat what I have built until HubSpot adds this functionality. Just email me Josh @huify.com.

 

Example:

Screen Shot 2019-01-08 at 7.41.20 PM.pngProducts in Deals

MattPutt
Occasional Contributor

Come on guys, surely this is a basic requirement? How can you offer us products and not let us filter our pipelines by deals that contain those products??

 

Our only get-round at the minute is to add the product name to the deal title and then filter by deal name, but there is too much room for error with the sales making a spelling mistake or simply forgetting to add it.

 

Is this coming soon?

CMeyer3
New Contributor

It would also be great to be able to filter deals by products associated with those deals