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Deal Value - Unit Price and Setup Fees

  • January 30, 2025
  • 1 reply
  • 19 views
S
Apprentice

Against a deal I can report the total deal value, which is a combination of the product/s unit price and setup fee.

I want to report on just the unit price or setup fee while using a date dimension from a deal. 

I’ve tried with a custom metric where I subtract the setup fee from the deal value to get the unit price, however when using the metric I am presented with only a created at/updated at date dimension. I want to use a date dimension from the deal. Have already tried custom attributes too without luck.

It seems the unit price and setup fee are within the Deal Lines Items module.

Happy to use custom fields on the deal but can’t seem to get to the Deal Lines Items into a formula in a deal.

Slowly running out of ideas.

Ideal scenario. A report that has deal closed date, by month, showing the values of the unit price and setup fee separately.

Any help/ideas would be appreciated.

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    1 reply

    pradipta.chandra
    Community Manager
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    Hi ​@sd_bri 

    Thank you for reaching out to us.

     

    Since Deals and Products are two separate modules, it is quite difficult to group things together under Analytics report with cross-module entities. I believe you would require something of this fashion:

    This lists all the deals based on certain criteria(for eg: Closed in the last month) and I am able to see the deal value of the deal, the products associated with the deal, the individual prices of the products and also the set up fee, if added. In my account, it is 0, hence the report shows the same.

    You can also apply a grouping of Closed Date - By Month and see the closed date value added as another column. Filters that you can try applying:

    AD_4nXefN3JmVvkt66KggLzUml9PVHLtLymLxkFT1FdnzTJzbTKd9opQjqTFGWRtJGWvKielUqk9NcT2I8aRlHVZQy-xr8AfDnFaSRtMh5EBgBkwaPMWN-dhYgCegovzfXSc1qhBaI8A?key=i0haf037TcdBIeqgXvMqYDHj

    However, the exact details that you need would only show up on the “Underlying Data” section.

    If you would like to add metrics, following are the available metrics that we currently support on Analytics:

    AD_4nXf9c1vzlvxs2Oy98l_XsrCzPLAtnCaJ17DrolM5k2NZb7AlmGT9pNl6IuIZ--3uRn1SLXzCqyz6mecYG3T8aD5T7meiLNBVLq_CBba9rM86Z0dAIjC1ycJhYqybq3JbLljlLXesRA?key=i0haf037TcdBIeqgXvMqYDHj

    If you would like more options, and if this solution doesn’t suffice, please feel free to drop us an email at crm-support@freshworks.com so that we can discuss your requirement in detail.

    Awaiting your reply.

     

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