Dashboards & Reporting

TPesach3
Member

Any way to present deal owners if they have 0 associated deals?

SOLVE

Hi community! 

I've made a repot and my client ask to add the names of all the sales reps below even if they have 0 deals that meet the filters, Is it possible? 


Thanks!  

 

Screenshot 2024-09-30 at 15.58.36.png

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Any way to present deal owners if they have 0 associated deals?

SOLVE

Hi @TPesach3,

 

This can now easily be done with a custom report: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

 

  1. As a priamry data source, select "Users", as a secondary "Deals"
  2. Set up the chart like this
    karstenkoehler_1-1727755464596.png
  3. In the table on the right, click the "Count of deals" column header to sort and display the users with a 0 at the top

That's it 🙂

 

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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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Any way to present deal owners if they have 0 associated deals?

SOLVE

Hi @TPesach3,

 

This can now easily be done with a custom report: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

 

  1. As a priamry data source, select "Users", as a secondary "Deals"
  2. Set up the chart like this
    karstenkoehler_1-1727755464596.png
  3. In the table on the right, click the "Count of deals" column header to sort and display the users with a 0 at the top

That's it 🙂

 

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.