Missing from new Insights: Product Detail Reports

Teddy_9853
Teddy_9853 Posts: 1
edited July 2022 in Ideas and Product Feedback #1

The now-deprecated reporting of Deals_Won used to enable us to see which Products were sold/included with the Deal and it was a crucial report to understand which Products our team is selling. 
 

The new Insights doesn't enable this detail, nor does building a custom filter to report on it. It would be OK in the filtered reporting (personally I prefer to get it there so I can quickly export results to .csv) but within Insights is also important to break out and visualize Products trending.

It is imperative to track Products_Sold (Won) in a sales database. 

Please bring it back ASAP. 

 

Tagged:
0
Up
0 votes

· Last Updated -

Comments

  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited August 2020 #2

    Hi @Teddy , we appreciate your feedback!

    We completely understand why you miss Products in reports and I can tell you we're working on bringing them onto Insights too, so it's just a matter of time. Ultimately, we want Insights to have all the abilities that the "classic" reports did and then some. So stay tuned and thank you for your patience!

    That being said, here are some pro tips to stay on top of things:

    • Follow this topic to know what we're working on currently.
    • Join our Research and Beta Testing channel to be the first to know what's coming up and the chance to try out early versions of new and improved features. 🚀
  • Lisa Benevento
    Lisa Benevento Posts: 2
    edited February 2022 #3

    It is imperative I am able to pull a report that reflects deals sold by product.  Can i revert back to the classics version of reporting until you launch this in the new version?

  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited September 2020 #4
    Lisa Benevento said:

    It is imperative I am able to pull a report that reflects deals sold by product.  Can i revert back to the classics version of reporting until you launch this in the new version?

    Hi @Lisa Benevento , our apologies that this is causing you inconvenience. I understand your frustration.
     

    I'm checking with the PM of this feature if this is possible and I'll get back to you as soon as I hear from her. Thank you for your patience.

     

    What I can tell you right now is that Products Insights are planned to be a reality further down the road, see here.

  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited September 2020 #5
    Lisa Benevento said:

    It is imperative I am able to pull a report that reflects deals sold by product.  Can i revert back to the classics version of reporting until you launch this in the new version?

    @Lisa Benevento Just heard back from the PM and unfortunately it's not possible to revert back to the old statistics.

    The good news is that we plan to have Product reports in Insights in the coming weeks. We'll make sure to announce it here, as we know it's an important feature users have been waiting for.

    Thank you for your understanding. 🙏

     

  • Inês Batata
    Inês Batata Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited October 2020 #6

    @Teddy and @Lisa Benevento  Update: Product Reports are now live, learn all about it here! 🎉

  • Alfredo_52506
    Alfredo_52506 Posts: 2
    edited August 2021 #7

    Any news?? We are testing this system....and we stop in this deal/products list....

    Regards

Categories