In the world of sales, knowing how many unique businesses your team has contacted can be a game changer. This article walks you through a simple method to create a report in HubSpot that reveals this crucial information. If you’ve ever struggled to find this data, you’re not alone. Let’s break it down step by step.

Key Takeaways

• Create a custom dashboard in HubSpot to track unique businesses.
• Use activity leaderboards to filter calls, emails, and meetings.
• Group data by associated companies for accurate reporting.
• Export and clean your data to avoid duplicates.

Understanding the Challenge

Many users find it frustrating to track the number of unique companies contacted in HubSpot. The platform doesn’t make it straightforward, and the solutions you find online can be overly complicated. But don’t worry, I’ve got a straightforward method that worked for me.

Setting Up Your Custom Dashboard

1. Access Your Dashboard: Start by going to the dashboard section in HubSpot.
2. Create a New Dashboard: Click on the option to create a custom dashboard.
3. Select Data Sources: Navigate to the filters for data sources and choose your activities. Here’s how:
   • Go to Activity Leaderboards.
   • Check the boxes for calls, emails, and meetings based on what you want to track.

Choosing What Counts

Decide what counts as a unique contact for your report:

• Calls Only: If you want to track just calls.
• Calls and Meetings: If you want to include both calls and meetings.
• Emails: If you want to count emails as well.

For my needs, I focused on calls and meetings, excluding cold emails. This helped me get a clearer picture of meaningful interactions.

Generating the Report

Once your dashboard is set up, it’s time to generate the report:

1. Select Your Report: Click on the report you created.
2. Group Data: Look for the option to group data. This is a hidden gem! Select Associated Companies to group your data by the number of companies contacted.
3. Export the Report: After grouping, you can export the report to see the unique companies contacted by each rep.

Cleaning Up Your Data

Now that you have your report, you might notice duplicates if multiple reps contacted the same business. Here’s how to handle that:

1. Export Reports for Each Rep: Get the reports for all your sales reps.
2. Combine into One Spreadsheet: Add all the data into a single spreadsheet.
3. Remove Duplicates: Use Excel tools to find and eliminate duplicate entries. This will give you a clean list of unique businesses.

Final Thoughts

Tracking unique businesses contacted by your sales team doesn’t have to be a headache. By creating a custom dashboard and using the right filters, you can easily gather this information. Just remember to clean your data to avoid duplicates, and you’ll have a clear view of your outreach efforts.

If you found this guide helpful, consider hitting like and subscribing for more tips on navigating HubSpot and other software tools. Happy selling!