Reports based on product category

How can I create a sales report/funnel report based on a product category? This seems like a must have. I don't have time to create a report and type each individual product name in a sales/funnel report. Any suggestions??

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #2

    Hi @Josh Dowdy !

    Currently that's not possible, although Product names and values are eligible fields that you can use to slice and dice you reports.

    We are aware of this limitation and understand your frustration. We intend to make Products more robust and cross-reference with other features better in the coming year. Follow What's Planned to know what we're working on currently and what’s to come. 

    That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future. Thank you for your understanding.

    In the meantime, I suggest you take a look at the Analytics integrations available in our marketplace, as they allow you to extract data from Pipedrive and create other types of reports. 

    Another option is to include the category in the name of your product, which you can do in bulk using a spreadsheet.

  • Paul Minors
    Paul Minors Posts: 66
    10 Comments Solution Provider
    edited March 2021 #3

    +1 for this idea!

  • Tyrone_11828
    Tyrone_11828 Posts: 3
    edited July 2021 #4

    Hi @Josh Dowdy !

    Currently that's not possible, although Product names and values are eligible fields that you can use to slice and dice you reports.

    We are aware of this limitation and understand your frustration. We intend to make Products more robust and cross-reference with other features better in the coming year. Follow What's Planned to know what we're working on currently and what’s to come. 

    That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future. Thank you for your understanding.

    In the meantime, I suggest you take a look at the Analytics integrations available in our marketplace, as they allow you to extract data from Pipedrive and create other types of reports. 

    Another option is to include the category in the name of your product, which you can do in bulk using a spreadsheet.

    Is there an update on this functionality?

  • Tyrone_11828
    Tyrone_11828 Posts: 3
    edited September 2021 #5

    Hi @Josh Dowdy !

    Currently that's not possible, although Product names and values are eligible fields that you can use to slice and dice you reports.

    We are aware of this limitation and understand your frustration. We intend to make Products more robust and cross-reference with other features better in the coming year. Follow What's Planned to know what we're working on currently and what’s to come. 

    That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future. Thank you for your understanding.

    In the meantime, I suggest you take a look at the Analytics integrations available in our marketplace, as they allow you to extract data from Pipedrive and create other types of reports. 

    Another option is to include the category in the name of your product, which you can do in bulk using a spreadsheet.

    any update on this functionality?

  • Darvin Widjaja
    Darvin Widjaja Posts: 1
    edited April 16 #6

    Hi any updates on reports based on product category?  I love pipedrive and the features, but not having report on product category is slowing the sales in their productivity. Could you update me?