topic Re: Meetings Count for Unique Company in Dashboards & Reporting

Meetings Count for Unique Company

rickgoz — Tue, 21 May 2024 08:24:29 GMT

Hi,

I am working on a chart to display the number of meetings per month. I need the chart to show the number of unique meetings per day per company, excluding instances where multiple contacts are present in the same meeting.

Currently, my chart is accurate except it counts meetings with multiple contacts more than once.

Thank you for your assistance.

Re: Meetings Count for Unique Company

karstenkoehler — Tue, 21 May 2024 08:25:39 GMT

Hi @rickgoz,

Which data sources does your report have, which one's the primary? With sales activities as the primary and only source, for example, you shouldn't be seeing duplicates.

Best regards

Re: Meetings Count for Unique Company

rickgoz — Tue, 21 May 2024 08:30:13 GMT

My Primary is Contact and then Activies and Companies

Re: Meetings Count for Unique Company

karstenkoehler — Tue, 21 May 2024 08:33:15 GMT

@rickgoz with the choice for contacts to be the primary data source, you're forcing HubSpot to count each contact. You would have to change so that activities are the primary data source.