Dashboards & Reporting

rickgoz
メンバー

Meetings Count for Unique Company

解決

Hi,

 

I am working on a chart to display the number of meetings per month. I need the chart to show the number of unique meetings per day per company, excluding instances where multiple contacts are present in the same meeting.

 

Currently, my chart is accurate except it counts meetings with multiple contacts more than once.

 

Thank you for your assistance.

Screenshot 2024-05-21 at 10.16.19.png

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Meetings Count for Unique Company

解決

@rickgoz with the choice for contacts to be the primary data source, you're forcing HubSpot to count each contact. You would have to change so that activities are the primary data source.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Meetings Count for Unique Company

解決

Hi @rickgoz,

 

Which data sources does your report have, which one's the primary? With sales activities as the primary and only source, for example, you shouldn't be seeing duplicates.

 

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.

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rickgoz
メンバー

Meetings Count for Unique Company

解決

My Primary is Contact and then Activies and Companies

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Meetings Count for Unique Company

解決

@rickgoz with the choice for contacts to be the primary data source, you're forcing HubSpot to count each contact. You would have to change so that activities are the primary data source.

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.

0 いいね!