Lists, Lead Scoring & Workflows

stephanderson
Participant

Report comparing contact count of multiple lists

SOLVE

I want to create a report that compares list membership over time across 4 different lists. I want to see how some lists go up and some go down. Is this possible? I see I can filter by list, but I don't see how I can pull in multiple lists in comparion to one antoher. 

 

Thanks!

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

Report comparing contact count of multiple lists

SOLVE

Hi @stephanderson,

 

As a general recommendation: I wouldn't rely on lists for reporting. Whatever you're attempting to visualize over time, try to set up a workflow that sets a date stamp for companies that meet the list criteria. You can then visualize the count of companies by this date property and break it down by category (which would correspond to your individual lists) in one report.

 

Lists always be the result of well maintained data points, never a data point in itself.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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5 Replies 5
stephanderson
Participant

Report comparing contact count of multiple lists

SOLVE

Shoot, this would be a super valuable report for us. 

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Report comparing contact count of multiple lists

SOLVE

Hi @stephanderson,

 

As a general recommendation: I wouldn't rely on lists for reporting. Whatever you're attempting to visualize over time, try to set up a workflow that sets a date stamp for companies that meet the list criteria. You can then visualize the count of companies by this date property and break it down by category (which would correspond to your individual lists) in one report.

 

Lists always be the result of well maintained data points, never a data point in itself.

 

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.

stephanderson
Participant

Report comparing contact count of multiple lists

SOLVE

Roger that, thanks. 

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Report comparing contact count of multiple lists

SOLVE

Hi @stephanderson,

 

Not that I know of, no – there used to be list performance reports that by default showed list count over time but these don't exist anymore. They didn't allow for comparison between list counts over time either.

 

As far as I know, this is not possible.

 

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.

tko
Contributor

Report comparing contact count of multiple lists

SOLVE

Hi @stephanderson and @karstenkoehler 
the feature Karsten mentioned does still exist:
Open a list > click on "Details" > Click on "View list performance"

tko_0-1702558021342.png

There you find some statistics including the list members over time. Click on "Actions" > "Save report" and there you have your report.

tko_1-1702558085445.png


But I can't find a possibility how to compare two lists. I would really be happy to find a solutions for this.