Creating Deal Report based on Associated Company Properties

[AReyes22]

Okay, so I want to run a report for Deals within a specific pipeline. Each deal is associated with a Company. Each Company has a Founder Gender and Founder Ethnicity. How do I create reports that break down the # of deals by Founder Gender and Ethnicity?

This is what I'm getting right now:

Why is it return 1, when I know that's not right.

[karstenkoehler · Accepted solution]

Hi @AReyes22,

You need to place the "Count of Deals" on the X-axis, not the "(Distinct count) Founder". The latter simply counts how many distinct values occur, not how many deals have this value.

Best regards

[KyleJepson · Accepted solution]

Karsten's exactly right. I'm just hopping in here with some (hopefully helpful) screenshots:

Here's a basic gender report:

Here's a basic gender report

Here's a gender report, broken down by ethnicity:

Here's a report of gender, broken down by ethnicity

Here's a basic ethnicity report:

Here's a basic ethnicity report

Here's an ethnicity report broken down by gender:

Here's a report of ethnicities, broken down by gender

You can also add filters, which may be helpful.

Add this filter if you only want to see deals that are closed-won:

Add this filter if you only want to see deals that are close-won

Add this filter if you only want to see deals created during a certain timeframe (in this example, deals created during the current month)

Add this filter if you only want to see deals created within a certain timeframe (in this example, deals created this month)

I hope that helps!

Kyle Jepson

HubSpot Academy Evangelist

[karstenkoehler · Accepted solution]

Hi @AReyes22,

You need to place the "Count of Deals" on the X-axis, not the "(Distinct count) Founder". The latter simply counts how many distinct values occur, not how many deals have this value.

Best regards