Dashboards & Reporting

CWVader
Member

Create report: Call to existing and new companies

Hi, I want to create a report that showes the difference between calls made to companies/contact that are just added to our HubSpot (no activity before) and call to already excisting companies/contacts (had at least 1 call or before). This to filter how many new companies we have called. What is the best way to create an overview like that?

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2 Replies 2
BérangèreL
Community Manager
Community Manager

Create report: Call to existing and new companies

Hi @CWVader, I hope that you are well!

Do you still need help with this? Or are you all set?

Thanks and have a great evening!

Best,
Bérangère


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0 Upvotes
BérangèreL
Community Manager
Community Manager

Create report: Call to existing and new companies

Hi @CWVader, I hope that you are well!

Thanks for checking with the Community!

I found for you similar threads that might help you:

- The solution from @jolle  on this post "Reporting on new vs returning contacts/deals"
- The solution from @karstenkoehler on this post "How to create a report on new companies added/worked?"
- The solution from my colleague @sharonlicari on this post "New Companies Report for Dashboard"

I hope this helps!

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Have a fantastic day!

Best,
Bérangère


Saviez-vous que la Communauté est disponible en Français ?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

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