Deals correlated with products report
I found that there is no way to see products list in deals list view, I can add number of products only. So I can't analyze convertion rates for deals with specific product or group of products, I don't know which products do I have in pipeline etc. I have to check one by one what is not an option when we have many deals in pipeline.
I think it would be nice feature - maybe it is possible to add it to road map?
What do you think? Or maybe you have/know some workaround?
Frits Strating_6654 Posts: 14edited October 2021 #2
Hi Tomasz, I asked for this for years now. They are not listening for this.
We use a way around for this. We have a multi select field with all products and we use a workflow to update de deal title with the selected products. This works fine for us.0
Tomasz_58083 Posts: 2edited October 2021 #3
Hi Frits - thank you for your answer - could you please attach some screens or desribe it in steps in details?0
Julia Schoonover Posts: 7edited February 2022 #4
I have been looking into this as well. It is frustrating that there are only options for the sum of different products & not broken out. I was going into each deal when trying to do forecast reports.
I am going to try Frits Strating's idea of creating a custom field to help.0