Report showing top Contacts per Company

[jkhi]

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.

[karstenkoehler · Accepted solution]

@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.

[jkhi · Accepted solution]

UPDATE: I have managed to achieve this entirely within HubSpot.  I managed it doing the following:

1. Create a roll-up field on the Company, Highest Score, which is the Max of HubSpot Score for all associated Contacts.
2. Create a Sync property on the Contact, syncing Highest Score from Company
3. Create a roll-up field on the Company, First High Scorer ID, which is the Min Record ID for associated Contacts where HubSpot Score = Highest Score
4. Create a Sync property on the Contact, syncing First High Scorer ID from Company
5. Create a calculated field on the Contact, Is First High Scorer, returning True if Record ID = First High Scorer ID

A bit messy, but saved a lot of importing and exporting to process in Excel, so I'm happy with the result.  Keen to hear if anyone can see a better way of achieving this!

[jkhi]

(deleted)

[karstenkoehler]

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!

[jkhi]

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)?

[karstenkoehler · Accepted solution]

@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.