CRM

CMauer
Membre

How to report number of deals per company (only primary company) if deal associated with multiple

Résolue

 

Hello,

 

I have the following issue: I need a report (chart) in HubSpot where I can clearly see how many deals there are per company. However, we always have to associate deals with multiple companies because we need to bill a different company, but then the billing company also appears in the report, and each deal shows up multiple times. Each deal should only appear ONCE and only be listed under the primary company. How can I set this up?

 

Thank you in advance

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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

How to report number of deals per company (only primary company) if deal associated with multiple

Résolue

Hi @CMauer,

 

When creating a report in the custom report builder across two objects, you can specify that it should only reflect certain association labels:

 

karstenkoehler_0-1727843512157.png

 

Select "Primary" there and you should see the results you're looking for:

 

karstenkoehler_1-1727843538786.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Réponse
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

How to report number of deals per company (only primary company) if deal associated with multiple

Résolue

Hi @CMauer,

 

When creating a report in the custom report builder across two objects, you can specify that it should only reflect certain association labels:

 

karstenkoehler_0-1727843512157.png

 

Select "Primary" there and you should see the results you're looking for:

 

karstenkoehler_1-1727843538786.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.