Report complete/incomplete contacts

SOLVE
brandon98
Participant

I am wondering if there is a way to see how many of my contacts are complete or incomplete, and if possible, which fields are incomplete. Mainly I want to know the phone number, mobile phone number, and email. Is there a way to create a report to show what percent or how many contacts I have missing these individual fields? I know I can create a report that just shows a count of contacts with a filter for each property but that would involve having 3 separate reports on the dashboard just showing how many contacts have an email/phone number/mobile number. I would love to consolidate that information or find a better way to show it. 

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1 Accepted solution

Accepted Solutions
mikedupuy
Solution
Contributor | Gold Partner

I'd recommend using Active lists here. The reports and dashboards would create count visualizations that can show how many are missing properties, but you may also end up with visualizing one record per phone number, name, email, etc.

 

Here's how you could use Active lists:

1. Complete contacts

Contact property > Email is known 

- AND -

Contact property > Phone number is known

- AND -

Contact property > Mobile phone number is known

 

Here's an example I built, but I used First name instead of mobile phone number:

 

Screen Shot 2020-06-08 at 2.48.50 PM.png

 

2. Incomplete contacts 

Contact property > Email is unknown

- OR -

Contact property > Phone number is unknown

- OR - 

Contact property > Mobile phone number is unknown

 

Screen Shot 2020-06-08 at 2.47.53 PM.png

 

Between those two lists, you should have your total number of contacts. So then your percentage would be: 

  • Complete contacts: Complete contacts / (Complete contacts + Incomplete contacts) * 100%
  • Incomplete contacts: Incomplete contacts / (Complete contacts + Incomplete contacts) * 100%

 

Smiley Happy If this helped you solve your problem, please mark my answer as a solution.

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2 Replies 2
mikedupuy
Solution
Contributor | Gold Partner

I'd recommend using Active lists here. The reports and dashboards would create count visualizations that can show how many are missing properties, but you may also end up with visualizing one record per phone number, name, email, etc.

 

Here's how you could use Active lists:

1. Complete contacts

Contact property > Email is known 

- AND -

Contact property > Phone number is known

- AND -

Contact property > Mobile phone number is known

 

Here's an example I built, but I used First name instead of mobile phone number:

 

Screen Shot 2020-06-08 at 2.48.50 PM.png

 

2. Incomplete contacts 

Contact property > Email is unknown

- OR -

Contact property > Phone number is unknown

- OR - 

Contact property > Mobile phone number is unknown

 

Screen Shot 2020-06-08 at 2.47.53 PM.png

 

Between those two lists, you should have your total number of contacts. So then your percentage would be: 

  • Complete contacts: Complete contacts / (Complete contacts + Incomplete contacts) * 100%
  • Incomplete contacts: Incomplete contacts / (Complete contacts + Incomplete contacts) * 100%

 

Smiley Happy If this helped you solve your problem, please mark my answer as a solution.

View solution in original post

johnelmer
Top Contributor | Diamond Partner

@brandon98  We recently developed a CRM Data Quality dashboard for this purpose. It's in private beta at this time. (We are a HubSpot App Partner.) DM me if you would like more information. 





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John Elmer, Bayard Bradford


John Elmer, CEO
Bayard Bradford

Advanced CRM | HubSpot Integrations | CRM-Driven Marketing for Revenue Growth
HubSpot Diamond Solutions Partner
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