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- Report - Number of unique companies contacted - HubSpot
For the first report, navigate to Menu > Reports > Reports > Create custom report > Single object > Companies Under Filters, set Last contacted to the time frame you're interested in Additionally, if you only wanted to display companies created by sales, set a filter for "Original source data 1 contains exactly SALES"
- HubSpot Calculated Properties - create formulas and equations using . . .
HubSpot calculated properties let you build formulas and equations based on your CRM data Easily create custom calculations on any of your object records, s
- Solved: HubSpot Community - How to create a report showing meetings . . .
In Metrics drag Unique count of Meeting IDs and Unique count of Deal IDs, then click Add formula and enter Deals created ÷ Meetings completed, format as % Filter Meeting start date and Deal create date to This month (or any rolling window) so numbers align
- Create calculation and rollup properties - HubSpot
Learn how you can create calculation properties in HubSpot based on property values or automatically calculate min, max, sum, count, and average values for a property from associated records
- Import Excel contact data to HubSpot using email address as unique . . .
Pull your current HubSpot contact list with Contact IDs and email addresses This creates a master reference for email matching that accounts for all existing contacts in your database Step 3 Create email matching validation Use VLOOKUP to cross-reference your Excel emails against existing HubSpot contacts: =VLOOKUP(B2,HubSpot_Contacts!B:A,1
- Datasets Formula Library | Operations Hub - HubSpot
A collection of formulas for datasets in HubSpot's Operations Hub Ready to build a friction-free customer experience? Check out Operations Hub, HubSpot's newest Hub that gives you a unified toolset that connects apps, cleans customer data, and automates business processes under one central CRM platform
- Solved: HubSpot Community - Looking for unique value function - HubSpot . . .
If you're really just interested in the count of companies, you could also use the list tool Create a company-based list and use the contact properties filters to re-create the filters from your contact list
- How to use Formula Fields in HubSpot Custom Reports
Using Formula Fields in HubSpot Custom Reports to group contacts into buckets based on how many Marketing emails they've openedThis is an example of using Fo
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