Data accuracy check for the Sales team

[MPNitu]

Hello everyone,

I'm part of a new team and we haven't yet aligned how we work in Hubspot. So, we need a solution (I thought maybe a report would be ok) to check on each user in the team if certain fields are filled out as we need for the semi-annual reporting. We want to check on 3 dimensions (Company, Contacts and Deals) certain fields that the KAM should have filled in. For example: for me I want to see how many contacts I don't have an e-mail address or any type of contact.

Is it possible to output such a report with some incomplete fields for each teammate?

Thank you so much for your help and support!

[karstenkoehler]

Hi @MPNitu,

If you want this to be editable, have you considered to use a filtered view instead? https://knowledge.hubspot.com/records/filter-records-and-save-views#filter-records-and-save-views

You can customize the columns to show the fields you'd like to display, and you can set up filters to that the view displays records where

• Contact owner is Me (dynamic) AND Email is unknown
  OR
• Contact owner is Me (dynamic) AND First name is unknown
  OR
• Contact owner is Me (dynamic) AND Last name is unknown

etc.

This way, you have an editable view where you can populate the fields directly. Once saved (!) and shared with other team members, they'll see directly how many records they need to update.

You would have to do this for contacts, companies, deals separately.

Let me know if you have any follow-up questions!

[MPNitu]

Hi @karstenkoehler ,

Thank you for the quick reply!

This solution does not totally solve my problem. For this we have: 6 fields that we check for each dimension (Company, Contacts and Deals). All these, which I now check almost manually from different exports and merge them together gives us the Incomplete Data Average for the whole team for reporting. We don't really use Contact Owner or Company Owner, we have other criteria for dividing the territory.

I thought of a report, given our split criteria and not using fields that we could do filtered views on. I hope the situation is a bit clearer now and I look forward to your advice in this case! 

If there are any aspects that are not clear, please let me know.

[karstenkoehler · Accepted solution]

@MPNitu you don't have to filter for the record owner, you can simply remove that criterion. Simply filter for property 1 is unknown OR property 2 is unknown OR etc – and you'll have a view that everyone can use, update and so on.

That way, you can also easily spot how many records are affected. Does that clarify what I meant?

You could make that a report, of course, but it would just be a version of the filtered view which cannot be edited.