Contacts Without a Specific Deal

[kalves5]

I need to create a report that shows me all the contacts who do not have a specific Deal (Deal Name = Deal 1), but have one or more specific Deals (Deal Name = Deal 2 or Deal 3 or Deal 4). I have tried to do it in several ways, but without success. I was not even able to do this type of filter with lists. Could someone please help me?

[karstenkoehler · Accepted solution]

Hi @kalves5,

Due to HubSpot filters always implying a "is associated to at least one record that meets the criteria" logic, you'll need to do this with two lists to achieve a "none of" logic:

1. Create a list of contacts that are associated to a deal with name "Deal 1"
2. Create a second list of contacts not on the first list

The second list is the one you're looking for.

Best regards!

[Jigar_Thakker]

Hi @kalves5 ,

The reason you may not be able to achieve this with lists is that if the list is for contacts, it will only produce contacts, and if it's for deals, it will only produce deals. This limits the type of filters you can apply.

A potential workaround would be to use HubSpot's custom report builder. Start by selecting the "Contacts" and "Deals" objects. Set filters to exclude contacts associated with "Deal 1" and include those linked to "Deal 2," "Deal 3," or "Deal 4."

This way, you'll capture only the relevant contacts.

Steps:

1. Go to the Reports section in HubSpot and select "Create Custom Report."
2. Choose "Contacts" and "Deals" as your data sources.
3. Set Filters:
   • Add a filter to exclude contacts with "Deal 1."
   • Add another filter to include contacts with "Deal 2," "Deal 3," or "Deal 4."
4. Select the fields you want to display, such as contact names and deal details.

For your reference: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

If this helps, feel free to mark it as the solution ✔️ and give it an upvote 👍 !  Let me know if you have further questions!

[kalves5]

Set this kind of filter doesn't work. When I create a filter just to exclude contacts with this specific Deal 1. User who has this Deal still returning because it have another deals.