Reporting & Analytics

MaryMcKeown
Member

Reporting on Associated Contacts

SOLVE

Hi all,

I'm new to this company, and we're trying to understand the organic network and its demographics (industry/business type).

  • Every Contact/Lead record has a field for the person or company that pointed the lead to the company, but none of them are associated with the Contact/Lead record.

I assume I need the team to create these associations manually. However, I'm still not finding reporting available to determine where our leads are coming from and, if a Deal was created and Won, where the business came from (X% from CPA firms, etc.).  Thoughts, please, as I'm short on time and have to get this solved this week.

 

Thanks!

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

Reporting on Associated Contacts

SOLVE

Hi @MaryMcKeown,

 

Even if the referrer is stored in a custom field, you can still create reports based on that: https://knowledge.hubspot.com/reports/create-custom-single-object-reports?hubs_content=knowledge.hub...

 

It could be as simple as visualizing the Count of contacts and this custom field that stores that information in a vertical or horizontal bar chart. Managing associations correctly would however be the best practice, yes.

 

All of your other reporting needs can also be accomplished with the reporting capabilities in HubSpot:

Have a look at these documentations and let me know if / where you're getting stuck! There is a bit of learning curve to HubSpot reports so you might find it helpful to skill up on reporting in general: https://academy.hubspot.com/courses/hubspot-reporting

 

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.

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Reporting on Associated Contacts

SOLVE

Hi @MaryMcKeown,

 

Even if the referrer is stored in a custom field, you can still create reports based on that: https://knowledge.hubspot.com/reports/create-custom-single-object-reports?hubs_content=knowledge.hub...

 

It could be as simple as visualizing the Count of contacts and this custom field that stores that information in a vertical or horizontal bar chart. Managing associations correctly would however be the best practice, yes.

 

All of your other reporting needs can also be accomplished with the reporting capabilities in HubSpot:

Have a look at these documentations and let me know if / where you're getting stuck! There is a bit of learning curve to HubSpot reports so you might find it helpful to skill up on reporting in general: https://academy.hubspot.com/courses/hubspot-reporting

 

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.