Dashboards & Reporting

JKlebanow
Participant

# of Associated Contacts (or Deals) for Custom Objects

SOLVE

I'd like to be able to show the number of associated contacts I have for each of my custom object records (call it prospect events). 

 

In short, I should be able to make a small database of upcoming events - associate the contacts (vendors) or deals (prospects) who are attending the event and then a simple graph:

 

x-axis: Prospect Event Name (Custom Object Property)

y-axis: # of Associated Contacts

 

When I click on the bar, I should be able to see the names of people attending the event. 

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

# of Associated Contacts (or Deals) for Custom Objects

SOLVE

Hi @JKlebanow,

 

You should be able to leverage a calculation property for this. Choose the calculation type "Count", select the desired associated record type (Contact, Deal) and use "Create date" as the associated record property. This should then count all associated records of that object.

 

Hope this helps!

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.

View solution in original post

Caroline_Pretty
Solution
Contributor | Diamond Partner
Contributor | Diamond Partner

# of Associated Contacts (or Deals) for Custom Objects

SOLVE

In a follow-up here, this method has updated slightly with some HubSpot updates since this solution in 2022. Instead of a calculation property, count is now an option under the Rollup field type. 

 

So a slight adjustment here:

  1. Go to your custom and hit the button "create property"
  2. Instead of calculation as the field type, select "Rollup" as the field type
  3. Then select "Count" as the Rollup type
  4. Choose Number format (I prefer Unformatted)
  5. Choose the associated record type of "Contact"
  6. Choose association labels (likely default to "All association labels" if you have a singular, standard association setting fo the custom object 
  7. Choose the associated record property of "Create Date"
  8. (optional to add contisional settings but not required.
  9. Click save

 

Screenshot attached to this update and hope this helps! 

 

Thanks!

Caroline

View solution in original post

5 Replies 5
Caroline_Pretty
Solution
Contributor | Diamond Partner
Contributor | Diamond Partner

# of Associated Contacts (or Deals) for Custom Objects

SOLVE

In a follow-up here, this method has updated slightly with some HubSpot updates since this solution in 2022. Instead of a calculation property, count is now an option under the Rollup field type. 

 

So a slight adjustment here:

  1. Go to your custom and hit the button "create property"
  2. Instead of calculation as the field type, select "Rollup" as the field type
  3. Then select "Count" as the Rollup type
  4. Choose Number format (I prefer Unformatted)
  5. Choose the associated record type of "Contact"
  6. Choose association labels (likely default to "All association labels" if you have a singular, standard association setting fo the custom object 
  7. Choose the associated record property of "Create Date"
  8. (optional to add contisional settings but not required.
  9. Click save

 

Screenshot attached to this update and hope this helps! 

 

Thanks!

Caroline

JesusDelmas
Member

# of Associated Contacts (or Deals) for Custom Objects

SOLVE

thanks it worked perfectly

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

# of Associated Contacts (or Deals) for Custom Objects

SOLVE

Hi @JKlebanow,

 

You should be able to leverage a calculation property for this. Choose the calculation type "Count", select the desired associated record type (Contact, Deal) and use "Create date" as the associated record property. This should then count all associated records of that object.

 

Hope this helps!

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.

boydjk88
Contributor

# of Associated Contacts (or Deals) for Custom Objects

SOLVE

This is a huge help. Thanks @karstenkoehler !

0 Upvotes
JKlebanow
Participant

# of Associated Contacts (or Deals) for Custom Objects

SOLVE

Yes this definitely solved it! Thanks.