Filter Deals Based on Company Properties

It would be super helpful to have the Company properties carry over to the Deal when it comes to filtering an reporting. For example, if we're running a campaign and I have a property for leads (in the Company status), once those become Deals, there is no way to track that property any longer, outside of exporting mutliple views to Excel and using vlookups.

 

Please consider adding this to the expanding functionality of the CRM!

 

Thanks!

HubSpot updates
Filter Deals Based on Company PropertiesHubSpot Moderator
changed to: Delivered
09-28-2018

At INBOUND 2018, we launched a new Report Builder that includes the ability to build a report across your 2 of your HubSpot datasets (otherwise known as "cross-object reporting"). This enables you to answer questions about your company AND deal data, bringing you even more powerful insights about the data in your HubSpot CRM. 

 

For a quick walkthrough of the new report builder, please check out this article from our knowledge base.

 

This blog post outlines some of the most exciting reporting & analytics updates from INBOUND, as well a number of examples of cross-object reports you can create in HubSpot. 

 

Please do not hesitate to pass along any feedback you have on this new tool!

Filter Deals Based on Company PropertiesHubSpot Product Team
changed to: In Planning
04-20-2018

14 Replies
GraehamF
Occasional Contributor

 Any update on this?

 

Really want to use this ASAP.

HubSpot Moderator
HubSpot Moderator
updated to: Delivered

At INBOUND 2018, we launched a new Report Builder that includes the ability to build a report across your 2 of your HubSpot datasets (otherwise known as "cross-object reporting"). This enables you to answer questions about your company AND deal data, bringing you even more powerful insights about the data in your HubSpot CRM. 

 

For a quick walkthrough of the new report builder, please check out this article from our knowledge base.

 

This blog post outlines some of the most exciting reporting & analytics updates from INBOUND, as well a number of examples of cross-object reports you can create in HubSpot. 

 

Please do not hesitate to pass along any feedback you have on this new tool!

dave_heywood88
Regular Contributor

This is useful but as far as I can tell, It's still not possible to filter on the deals page by a company property? I can visualise deals by industry to a chart but then can't go to view those deals line by line.

 

There doesn't seem to be an easy way for management to view sector pipeline at a macro and then follow the data through to areas where action is required.

bertelkirkeby
New Contributor

We need this as well. Glad to see that something is happening on this.

 

But was the solution merely to setup a new report type?

 

We need a filter option within Hubspot, as stated by others, where you can follow the data through company (and contact) properties.