Custom Report Builder : The Ability to perform "Count IF"

[DwiP]

Currently we aren't able to filter out certain value when we are creating custom report builder to deal with multiple data sets where there are relationship of one to many (For example Object A can be associated with multiple Objects B)

For example:

End Goal: Show all Deals that currently do not have any Associated Contact with Buying Role = Champion.

In the current situation:

- We can create a report to show deals and all their associated Buying Role.

- But we cannot create a report to Show Deals that do not have any Associated Contact with Buying Role = Champion. This is because if were to use the filter "Contact Buying Role is none of Champion"

• dwi@test.com has Buying Role = Decision Maker and is associated with Deal A
• dwi@hubspot.com has Buying Role = Champion and is associated with Deal A
• Deal A will still be shown in the report but the buying role column is only Decision Maker (Because dwi@hubspot.com is filtered out but dwi@test.com is not filtered out)

One possible solution:

• Have a new feature to perform a "Count If" in the reporting tool
• If a Deal does not have any associated contact with Buying Role = Champion. The Count If will be zero
• If a Deal has any associated contact with Buying Role = Champion. The Count If will be more than 1 depending on the number of associated contacts with buying role = Champion
• User will then be able to sort deals based off the "Count If" Count

[HubLove]

This would be an instrumental reporting function that would allow us to ensure each active deal has the appropriate contacts with buyer's roles associated with it.

[mikeatmongoose]

This would be a Godsend.