Hi there, I need a report of products added on open deals! Is it possible? What´s the way to measure

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 29 #2

    Hi @Claudia Machado , thank you for your feedback!

    We're working hard to bring Product variables into the new Insights feature, so stay tuned for news here as it will be announced for sure - we know this is very relevant for our users. 

    Currently, to see a report of products added on open deals go to Progress > Reports > Pipeline Performance > Deals Started > By Products.  It is also possible to sort by Products in the Deals Won and Deals Lost options under the Sales Performance section.

    I've made sure that your suggestion to create forecasts based on Products reaches the team for consideration.

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