CRM

jkhi
Participant

Report showing top Contacts per Company

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I'm trying to generate a report showing the top Contact (i.e. highest HubSpot Score) per Company, e.g. so that I could run a sequence on them.

 

I've set up the scoring correctly, but I can't see how to generate a report that only shows the top 1 Contact per Company.  Is this possible? I thought the "Limit" feature might work, but this applies a limit to the entire report, i.e. 1 record only, rather than one record per Company.

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

Report showing top Contacts per Company

Résolue

@jkhi you can create a report that sorts by score but there isn't any way I'm aware of to just show the top contact.

 

The easiest way to report on this would be by exporting the report that includes all contacts, then perform the actions in Excel to only show the top contact.

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

Beratungstermin mit Karsten vereinbaren

 

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jkhi
Participant

Report showing top Contacts per Company

Résolue

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

Report showing top Contacts per Company

Résolue

Hi @jkhi,

 

As far as I know, no, this is currently not possible, unfortunately. There aren't any report settings which would limit the number of associated records displayed.

 

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.

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jkhi
Participant

Report showing top Contacts per Company

Résolue

OK thanks.  This does seem like a normal thing to do - am I trying to do something in a roundabout way? Is there a "HubSpot" way of achieving what I'm trying to do (contact the best Contact at each Company)?

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

Report showing top Contacts per Company

Résolue

@jkhi you can create a report that sorts by score but there isn't any way I'm aware of to just show the top contact.

 

The easiest way to report on this would be by exporting the report that includes all contacts, then perform the actions in Excel to only show the top contact.

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.

0 Votes