Contacts in a report

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi, I struggle with building 2 reports:

The first report, I want to show a total number of deals without a contact.

The second, I want to see a list of contacts that appear in more than one deal.

Any advice? :slightly_smiling_face:

Milena

2

Hi @MTraczyk,

For the first report, you need an assisting segment (previously called “list”):

  • Create a segment of deals which are associated to at least one contact
  • Create another segment of deals which are not a member of the first segment

For the second question, you can simply filter for contacts where “Number of associated deals is greater than 1”, this is a regular contact property.

So in both cases, you don’t necessarily need a report. You can create segments ( = lists) or filtered views.

Best regards

3

Hi,

did i set something wrong? I see no resoults:

MTraczyk_0-1757135764645.png
MTraczyk_0-1757135764645.png1434×407 26.6 KB

4

@MTraczyk which of the two “reports” are you creating? If it’s the first, simply filter for “Create date is known” or “Record ID is known” on the associated contact.

5

Hey @MTraczyk ,
Just checking in — any luck with that issue? Let me know if I can help out.
Best, Victor

6

Hi, thank you for asking, yes I have meneged to build the segments, thank you for the support :slightly_smiling_face: