Dashboards & Reporting

SeanPBurton
Participant

Report on Contacts with more than one Deal

SOLVE

I am trying to create a report which visulises or lists contacts with more that one deal associated with them. I can create a simple custom report by choosing contact record id and count of deals, but I cannot then filter on count of deals. Ideally I want to use "count of deals" as a filter ("count of deals >= 2").

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Report on Contacts with more than one Deal

SOLVE

Hi @SeanPBurton,

 

There is a contact property "Number of associated deals", so you can simply filter for contacts where this number is >1 🙂

 

https://knowledge.hubspot.com/contacts/hubspots-default-contact-properties

 


Number of associated deals: the total number of all associated deals.

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
MMoss5
Member

Report on Contacts with more than one Deal

SOLVE

Can I integrate hubspot on our website? https://bmccpa.com/ 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Report on Contacts with more than one Deal

SOLVE

Hi @SeanPBurton,

 

There is a contact property "Number of associated deals", so you can simply filter for contacts where this number is >1 🙂

 

https://knowledge.hubspot.com/contacts/hubspots-default-contact-properties

 


Number of associated deals: the total number of all associated deals.

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.

0 Upvotes
SeanPBurton
Participant

Report on Contacts with more than one Deal

SOLVE

Thank you so much - such a simple solution!

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