topic Re: Number of last contacted contacts per month in Tips, Tricks & Best Practices

Number of last contacted contacts per month

Nikkk — Wed, 20 Sep 2023 14:21:58 GMT

Hello,

I am looking for solution how to count number of contacts which were last contacted in specific time period (month, quarter e.t.c) by each company. The maid idea is understand the share of contacted contacts in last month for each company.

The final result must include for example 3 fields:

Comnany name | Number of associated contacts | Number of last contacted contacts (per month).

Apriciated for all ideas how to solve that!

Thank you!

Nikkkkk

Re: Number of last contacted contacts per month

karstenkoehler — Wed, 20 Sep 2023 15:46:47 GMT

Hi @Nikkk,

This is not possible directly within the report builder – you would have to design workflows and a calculation property if you're looking for the exact visualization you requested.

The first workflow would enroll contacts when Last contacted is less than 30 days ago and then set the value of a new custom property, e.g. Contacted recently, to Yes. A second workflow would enroll contacts when Last contacted is unknown or more than 29 days ago and set Contacted recently to No.

In a company calculation property, you would then count the contacts associated to the company where Contacted recently is Yes. https://knowledge.hubspot.com/crm-setup/create-calculation-properties

Once this calculation property is created, you can display it alongside Company name and Number of associated contacts in a custom table report.

Let me know if you need more detail for any of these steps. Happy to elaborate.

Best regards!

Re: Number of last contacted contacts per month

Nikkk — Thu, 21 Sep 2023 12:06:08 GMT

Hi Karsten,

Thank you for support!

Successfully built that. Also I simplified the task and create one workflow by using branch instead of create 2 workflows for each status.

Nik