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Customer Insights - Journeys forum

Products report by Opportunities

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Is there a way to create a report that tells me which products are being added as line items to Opportunities? 

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    AndrewLy365lyf Profile Picture
    6 Most Valuable Professional on at

    Hi Kathy,

    Yes you can do this.  I created a blog post to show you how this can be achieved.

    http://365lyf.com/show-how-often-a-product-is-being-added-to-an-opportunity/

    It involves create a rollup field that counts the number of related opportunities. Once you have this variable it is easy to include into charts, reports and views.

    1. Customize the system
    2. Navigate to Product > Fields
    3. Add new rollup field
    4. Click Edit
    5. Add the Related Entity and Set Aggregation to Count
    6. Save and Close
    7. Then Save and Close
    8. Add this column to a View
    9. Publish All Customizations

    To test this out, create an opportunity add a Product. Then manually trigger the recalculation of the Number Opportunities attribute by adding this attribute to the Product form and then clicking the recalculate symbol.

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