topic Report complete/incomplete contacts in Dashboards & Reporting

Report complete/incomplete contacts

brandon98 — Mon, 08 Jun 2020 20:13:43 GMT

I am wondering if there is a way to see how many of my contacts are complete or incomplete, and if possible, which fields are incomplete. Mainly I want to know the phone number, mobile phone number, and email. Is there a way to create a report to show what percent or how many contacts I have missing these individual fields? I know I can create a report that just shows a count of contacts with a filter for each property but that would involve having 3 separate reports on the dashboard just showing how many contacts have an email/phone number/mobile number. I would love to consolidate that information or find a better way to show it.

Re: Report complete/incomplete contacts

mikedupuy — Mon, 08 Jun 2020 21:54:48 GMT

I'd recommend using Active lists here. The reports and dashboards would create count visualizations that can show how many are missing properties, but you may also end up with visualizing one record per phone number, name, email, etc.

Here's how you could use Active lists:

1. Complete contacts

Contact property > Email is known

- AND -

Contact property > Phone number is known

- AND -

Contact property > Mobile phone number is known

Here's an example I built, but I used First name instead of mobile phone number:

2. Incomplete contacts

Contact property > Email is unknown

- OR -

Contact property > Phone number is unknown

- OR -

Contact property > Mobile phone number is unknown

Between those two lists, you should have your total number of contacts. So then your percentage would be:

Complete contacts: Complete contacts / (Complete contacts + Incomplete contacts) * 100%
Incomplete contacts: Incomplete contacts / (Complete contacts + Incomplete contacts) * 100%

If this helped you solve your problem, please mark my answer as a solution.

Re: Report complete/incomplete contacts

johnelmer — Tue, 09 Jun 2020 12:49:40 GMT

@brandon98 We recently developed a CRM Data Quality dashboard for this purpose. It's in private beta at this time. (We are a HubSpot App Partner.) DM me if you would like more information.