topic Re: # of Associated Contacts (or Deals) for Custom Objects in Dashboards & Reporting

# of Associated Contacts (or Deals) for Custom Objects

JKlebanow — Wed, 04 May 2022 19:47:42 GMT

I'd like to be able to show the number of associated contacts I have for each of my custom object records (call it prospect events).

In short, I should be able to make a small database of upcoming events - associate the contacts (vendors) or deals (prospects) who are attending the event and then a simple graph:

x-axis: Prospect Event Name (Custom Object Property)

y-axis: # of Associated Contacts

When I click on the bar, I should be able to see the names of people attending the event.

Re: # of Associated Contacts (or Deals) for Custom Objects

karstenkoehler — Thu, 05 May 2022 04:21:12 GMT

Hi @JKlebanow,

You should be able to leverage a calculation property for this. Choose the calculation type "Count", select the desired associated record type (Contact, Deal) and use "Create date" as the associated record property. This should then count all associated records of that object.

Hope this helps!

Re: # of Associated Contacts (or Deals) for Custom Objects

JKlebanow — Thu, 05 May 2022 15:36:47 GMT

Yes this definitely solved it! Thanks.

Re: # of Associated Contacts (or Deals) for Custom Objects

boydjk88 — Wed, 04 Jan 2023 23:36:54 GMT

This is a huge help. Thanks @karstenkoehler !

Re: # of Associated Contacts (or Deals) for Custom Objects

JesusDelmas — Fri, 16 Jun 2023 02:21:50 GMT

thanks it worked perfectly

Re: # of Associated Contacts (or Deals) for Custom Objects

Caroline_Pretty — Fri, 28 Mar 2025 14:53:47 GMT

In a follow-up here, this method has updated slightly with some HubSpot updates since this solution in 2022. Instead of a calculation property, count is now an option under the Rollup field type.

So a slight adjustment here:

Go to your custom and hit the button "create property"
Instead of calculation as the field type, select "Rollup" as the field type
Then select "Count" as the Rollup type
Choose Number format (I prefer Unformatted)
Choose the associated record type of "Contact"
Choose association labels (likely default to "All association labels" if you have a singular, standard association setting fo the custom object
Choose the associated record property of "Create Date"
(optional to add contisional settings but not required.
Click save

Screenshot attached to this update and hope this helps!

Thanks!

Caroline