Can I filter by unique activity count?

Smart CRM & Sales Hub Dashboards & Reporting
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1

I have created a report, recording the “count of activities” by team member (“activity created by - is known”) and “activity type”. Is it possible to filter this by unique activity count?

I want to filter out emails and calls sent and made to the same contact to get an accurate picture of outreach. I’m also open to more efficient ways to track this if there are any suggestions.

Thanks

2

Hi @BGopal,

Yes, you could do so by adjusting the report filters accordingly. In the record filters, add a filter for “Activity type is any of” and just select the ones you’re interested in.

Best regards!

3

Thanks, Karsten. I have filtered it by the different types of activities, but it’s something slightly different that I am enquiring about.

For example, User1 has made 50 calls. My report shows me all the calls made by User1; however, 10 of those calls may be to the same person. Is there a way to filter by unique count (like unique on a website)?

So, in this example, if they had made 50 calls to 5 different people over that week. The count would show as 5.

4

I am having the same problem. I want the count of activities shown in the details to be reflected in the chart. For example, right now I have a sales rep who has logged 122 sales activities for the week (that shows in the detailed breakout if I click on the bar on the graph) but on the graph it only shows 46, because many of the activities were made to the same contacts.

5

Hi Karsten,

I am running into the same thing as the other commenters here. We’d like to see unique activity and a report showing this. A single contact getting 5 follow-up emails from a sales rep for questions they asked is not the same as the first initial unique contact, which is a better measurement of how much actual outbound sales activity our teams are doing.

Any recommendations?

Zachary

6

Can you help with the comments below, since these are tackling a different issue?

7

I am having the same issue but see that this post is almost 2 years old. Has any one been able to find a fix? Thank you!

8

Hi @BGopal

I ran into a similar requirement and found that there isn’t currently a native way to report on a unique activity count (for example, counting 50 calls to the same 5 contacts as only 5).

What worked for us was building a custom report using Activities and Contacts as the data sources, then using Count of Contacts instead of Count of Activities. We also broke the report down by Activity Type and applied filters for the activity owner and date range.

This gives a much clearer view of outreach because you’re measuring how many unique contacts a rep engaged with, rather than the total number of emails, calls, or meetings logged. So, if a rep makes 50 calls to 5 contacts during a week, the report would show 5 contacts reached instead of 50 activities.

Configuration we used:

  • Data Sources: Activities (Primary) + Contacts
  • X-Axis: Activity Assigned To
  • Y-Axis: Count of Contacts
  • Breakdown By: Activity Type
  • Filters:
  • Activity Type is known
  • Activity Date within the desired period
  • Activity Assigned To = selected user(s)

It’s not a true “unique activity” filter, but it’s a practical workaround for tracking unique outreach and avoiding inflated activity counts from repeated touchpoints with the same contact.

I hope this helps you out. Please mark it as Solution Accepted and Like to help another Community member.
This post was created with the assistance of AI tools

Thanks!