Reporting deals by product category

Vladimir Vala

Hello. Lot of people asked in the past and i have to add on.

Is there any way how to filter your deals not just by seeing individual product sales but to see deals by product categories?

Our company stays infront of a decision to go with Pipedrive CRM and this is really needed.

Its a question some people asked 2 years ago and still no solution? :(

Let me know please.

Regards,

Vladimir

Amit Sarda (AmitSarda.xyz)

I wonder if it's possible to roll up product categories to the deal level using Pipedrive Automation or Make/Integromat.

But as I said in an earlier post, I would suggest considering Coupler or Flatly to build a data pipeline.

You can read more about building a data pipeline for Pipedrive in this article.