Deals without Associated Contacts

Smart CRM & Sales Hub Dashboards & Reporting
1

Hello,
What is the best way to build a pivot table report that shows all deals created this month that do not have any associated contacts?
I have tried filtering down to # of associated contacts = 0 and the report is blank but when i do the same thing in a view, I have deals without contacts.
We are trying to do a daily audit of deals that do not have contacts associated.

2

Hi @CWit

Have you tried filtering for “unknown”, I think if there is no value HubSpot isn’t showing this as 0 but rather as empty.

Frank

3

@franksteiner79 Yes, unfortunitally, it says “There is no data to show in this time frame.” but I know there are because I can see the applicable deals in views.

4

I see, then I have some more questions for you @CWit:

  1. What report are you building?
  2. What are your data sources?
  3. What are the report filters?

Frank

5

That was the problem, I started with contacts as the primary source vs Deals. as soon as I changed it to deals, it worked! Thank you for your line of questioning!