Tips, Tricks & Best Practices

JWilkinson4
Member

Get a list of products for deals in a view

SOLVE

Hi,

Is there a way to show a list of products related to all deals in a view?

So if I have a view that shows all deals that are in the state processing, can I creata a view listing all the products in that are related to those deals.

 

Regards,

John

0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Get a list of products for deals in a view

SOLVE

Hi @JWilkinson4,

 

This can be achieved (see below) but requires the custom report builder and a Professional subscription. The approach here would be to create a custom report for deals and line items.

 

For the free CRM, I'm not aware of any workarounds, unfortunately.

 

karstenkoehler_0-1637303364549.png

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Get a list of products for deals in a view

SOLVE

Hi @JWilkinson4,

 

Navigate to Menu > Reports > Reports > Create custom report > Custom report builder and select Deals and Line items as shown in my earlier screenshot.

 

I would then select the line item Name and Deal Name into the rows section (hover over it and click the + sign).

 

karstenkoehler_0-1637347999596.png

 

You can then select the pivot table visualization, it should look like this:

 

karstenkoehler_1-1637348038276.png

 

Now search for Deal stage in the left sidebar, hover over it and click the slider icon. It should then appear in the Filters tab, where you can click on it and specify a deal stage;

 

karstenkoehler_2-1637348136096.png

 

On the right, you should now see a two-column visualization, deals in the first column, line items per deal in the second column, only showing deals from your desired deal stage.

 

Let me know if you have any follow-up questions!

 

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Get a list of products for deals in a view

SOLVE

Hi @JWilkinson4,

 

This can be achieved (see below) but requires the custom report builder and a Professional subscription. The approach here would be to create a custom report for deals and line items.

 

For the free CRM, I'm not aware of any workarounds, unfortunately.

 

karstenkoehler_0-1637303364549.png

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

JWilkinson4
Member

Get a list of products for deals in a view

SOLVE

Hi Karsten,

Thank you, I have the 14 day pro trial running now.

Can you give me a few more clues on how to get this going please.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Get a list of products for deals in a view

SOLVE

Hi @JWilkinson4,

 

Navigate to Menu > Reports > Reports > Create custom report > Custom report builder and select Deals and Line items as shown in my earlier screenshot.

 

I would then select the line item Name and Deal Name into the rows section (hover over it and click the + sign).

 

karstenkoehler_0-1637347999596.png

 

You can then select the pivot table visualization, it should look like this:

 

karstenkoehler_1-1637348038276.png

 

Now search for Deal stage in the left sidebar, hover over it and click the slider icon. It should then appear in the Filters tab, where you can click on it and specify a deal stage;

 

karstenkoehler_2-1637348136096.png

 

On the right, you should now see a two-column visualization, deals in the first column, line items per deal in the second column, only showing deals from your desired deal stage.

 

Let me know if you have any follow-up questions!

 

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.