Reporting & Analytics

asiaferguson
Contributor

Bar graph of created contacts by month

SOLVE

Hi - 

I have a client who wants a bar graph that shows total marketing contacts broken down per month and then also the trailing 12 months previous. 

I can't seem to be able to figure it out. Is it even possible?

TIA!
Asia

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

Bar graph of created contacts by month

SOLVE

@asiaferguson in that case, you would set the report filters in my instructions to create date = all time, the chart type to line or area and select "Cumulative" under display options. This would tell you the current total and you could easily read the number from a year ago, too.

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

Beratungstermin mit Karsten vereinbaren

 

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Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Bar graph of created contacts by month

SOLVE

Hi @asiaferguson,

 

Yes, this is possible. When you create the report use Create Date - Monthly on the X-axis and Count of Contacts on the Y-axis. Apply a filter using Marketing Contact Status is any of Marketing Contact. 

Screenshot 2024-02-14 at 2.07.00 PM.png For the trailing 12 months KPI, you can use a basic number KPI and apply a filter for create date of less than 365 days ago while at the same time leaving the marketing contact status filter.

Screenshot 2024-02-14 at 2.09.24 PM.png

Hope this helps!

 

Josh




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

asiaferguson
Contributor

Bar graph of created contacts by month

SOLVE

I think he wants to see TOTAL marketing contacts per month, not just the new contacts per month. 

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

Bar graph of created contacts by month

SOLVE

@asiaferguson in that case, you would set the report filters in my instructions to create date = all time, the chart type to line or area and select "Cumulative" under display options. This would tell you the current total and you could easily read the number from a year ago, too.

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.

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Bar graph of created contacts by month

SOLVE

Hi @asiaferguson,

 

Sure, navigate to Menu > Reporting > Reports > My reports > Create report > Single object > Contacts.

 

Set the report up like shown below by first clicking Filters in the top left corner:

 

karstenkoehler_0-1707937713955.png

 

... then set up the Visualization tab as shown below.

 

karstenkoehler_1-1707937785976.png

 

If you want to show marketing contacts only, you would add an additional filter for marketing contact status under Filters. You would then see contacts with current marketing contact status by their create date.

 

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.