Product category

Roland Schare
Roland Schare Posts: 7
edited July 24 in Business Talk #1

Hi everyone,

How do I ad product categories? Can' find anything on Q&A...

Thanks

Roland

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited September 2020 #2

    Hi @Roland Schare 

    Unfortunately there's no standard product category option. However, you could create a custom field under your products called category and use a single- or multiple option type field there. You can then later also filter on this.

  • Roland Schare
    Roland Schare Posts: 7
    edited February 24 #3

    Thank you Mike! Now, the next one: We have entered a certain set of products and used them in the deals. How can I report, which products were used with what qty and volume in the deals. Target is to export the pipeline deal based with products, so I can ad margins and come to a gross margin that comes out of my pipeline...

    Thanks 

    Roland

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited September 2020 #4

    Thank you Mike! Now, the next one: We have entered a certain set of products and used them in the deals. How can I report, which products were used with what qty and volume in the deals. Target is to export the pipeline deal based with products, so I can ad margins and come to a gross margin that comes out of my pipeline...

    Thanks 

    Roland

    Hi @Roland Schare we're currently working on product reporting: https://community.pipedrive.com/post/planned-insights-to-get-product-reporting-and-forecast-reporting-5f5a2cee5b570263d90eb756