Dashboards & Reporting

TPesach3
メンバー

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

解決

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 いいね!
1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

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

解決

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.

元の投稿で解決策を見る

1件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

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

解決

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.