How do I create a report showing total contacts (from a list) by month?

Highlighted
Occasional Contributor

We are trying to show a report on our dashboard that displays total contacts (in a list we have) by month. 

 

We have a report already that shows total contacts (filtered by that list) that were created each month, but we would like to see the total number of those contacts as well. 

 

Ideally it would be a dual bar graph showing an overall total, as well as the "net new" contacts (the amount created each month). 

 

Is this possible? I called HubSpot and they didn't seem to think so.

Reply
0 Upvotes
3 Replies 3
Community Thought Leader | Diamond Partner

Hi @LocalJobNetwork 

 

You can't display this as a bar chart, or overlay it on another report, but you can build a report to show it. 

 

Switch you contacts by created month report to line or area style and then select cumulative from the display options. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
Reply
0 Upvotes
Occasional Contributor

Hi Phil, 

 

Thanks for your insight. Can you elaborate a little bit more on building that report? 

 

I tried what you said but I still can't get a report showing our total contacts. I can see total contacts created by month or date, but not the overal total of contacts. 

 

Selecting cumulative does not show the total. My report is showing the total growth per month, but not my overall contact number (example: 1k per week new, but 130k total).

 

Thanks,

Andy

Reply
0 Upvotes
Community Thought Leader | Diamond Partner

Hi @LocalJobNetwork 

 

A stacked, cumulative line or area chart should show your growing total. Here's an example from a test portal:

 

Report Builder   HubSpot (2).png

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
Reply
0 Upvotes