Report by product

Richard Harland Member Posts: 2 VERIFIED MEMBER

November 2020 edited July 2022 in Sales CRM #1

Is there a simple way to report by product type? we have created a field with product in

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Nicholas Vasconcellos | WeCare Seguros Member Posts: 3 VERIFIED MEMBER

November 2020 edited November 2020 #2

Try products, this way

Clicking on the deal > produts added to Deal > insert your product data > you can see it on reports later

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Mike van der Valk Pipedrive Team Posts: 3,041 PIPEDRIVE TEAM

November 2020 edited November 2020 #3

Hi @Richard Harland
Check out this article and also search for the word products: https://support.pipedrive.com/hc/en-us/articles/360008029358-Insights-reports-Deal-Performance
It explains how you can report on it.

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