Insights : Product Sales Reporting by Custom Field

BlackrazorNZ · April 2021

Hi,

Currently, there is no elegant way to report on the sales value of a 'type' of product being sold, via Insights.

It's possible to build a report filtered by specific list of products, and it's possible to show the value of those products in a pie graph, but you can only select the Product field - you cannot select custom fields attached to the Product, such as 'Product Category' or 'Business Category' or the like.

It would be very handle to be able to do so, as it would allow us to show an insight on product sales mix by one of perhaps 5 or 6 categories, without having to manually filter and show each of the hundreds of individual products available.

Additionally, I note that when you report as a pie chart, the values reported for each segment correctly match the sales for that product.

However, if you select Scorecard report type, the value shown is the total value of the deals those products are attached to, inclusive of products that do not match the filtered list. So for example, the below scorecard is around $1000 higher than the pie chart above, because other products that don't match the filter list but are attached to the same deals as products that do, are included.

Thanks.

Tatiana Bazzi · April 2021

Yes! We desperately need this too!

Manuel Oliveira · June 2021

Hi Daniel, I see what you mean and also agree it would make a great addition to Insights reporting! While this is not yet possible for now, I can tell you that our developers are aware of this request and have also noted your feedback 📝

In the meantime I recommend:

Following What's Planned to learn about what we're currently working on 🔎
Following What’s New for new release announcements and updates 📢

🛠Feel free to join Research and Beta Testing for the chance to try out early versions and give us your opinion about new and improved features before they go live 🛠

BlackrazorNZ · February 2022

I see that more custom fields are now supported in Insights, but only custom fields that are Deal fields.

As above, it would be extremely useful to be able to filter & report on Product sales using a Product custom field (e.g. Category), or indeed any Product-linked field at all, rather than having to individually list 100 different products.

Andy Janiszewski · May 2022

Manuel Oliveira said:
Hi Daniel, I see what you mean and also agree it would make a great addition to Insights reporting! While this is not yet possible for now, I can tell you that our developers are aware of this request and have also noted your feedback 📝
In the meantime I recommend:
Following What's Planned to learn about what we're currently working on 🔎
Following What’s New for new release announcements and updates 📢
🛠Feel free to join Research and Beta Testing for the chance to try out early versions and give us your opinion about new and improved features before they go live 🛠

Hi Manuel, has there been any updates to this?