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How To Build A Zero Duplicates Dashboard In HubSpot

To provide visibility into the number of duplicate records, sources of duplicates and causes of duplicates in HubSpot we can build a dashboard.

💡 Why “Zero Duplicates”? That’s our goal, clean data that our teams can trust.

 These reports will all be created using the single object report builder.
 
Zero Duplicates Dashboard in HubSpot
 
 

Report #1 - Duplicate Companies

 📀 Data sources of "Company"

📊 Use the KPI chart type:
→ Values: Count of Companies
→ Filter: Koalify Number of Duplicates is greater than 0

Report #2 - Duplicate Contacts

 📀 Data sources of "Contacts"

📊 Use the KPI chart type:
→ Values: Count of Contacts
→ Filter: Koalify Number of Duplicates is greater than 0

Report #3 - Duplicate Companies By Source

 📀 Data sources of "Companies"

📊 Use the Horizontal Bar chart type:
→ Values: Original Source measured by Count of Companies
→ Filter: Koalify Number of Duplicates is greater than 0 and Original Source is Known

Report #4 - Duplicate Contacts By Source

 📀 Data sources of "Contacts"

📊 Use the Horizontal Bar chart type:
→ Values: Original Source measured by Count of Contacts
→ Filter: Koalify Number of Duplicates is greater than 0 and Original Source is Known

Report #5 - Duplicate Companies By Create Date

 📀 Data sources of "Companies"

📊 Use the Vertical Bar chart type:
→ Values: Create Date (Monthly) measured by Count of Companies
→ Filter: Koalify Number of Duplicates is greater than 0

 

Report #6 - Duplicate Contacts By Create Date

 📀 Data sources of "Companies"

📊 Use the Vertical Bar chart type:
→ Values: Create Date (Monthly) measured by Count of Contacts
→ Filter: Koalify Number of Duplicates is greater than 0

 

Report #7 - Duplicate Companies By Owner

 📀 Data sources of "Companies"

📊 Use the Vertical Bar chart type:

→ Values: Company Owner measured by Count of Companies

→ Filter: Koalify Number of Duplicates is greater than 0

 

Report #8 - Duplicate Contacts By Owner

 📀 Data sources of "Contacts"

📊 Use the Vertical Bar chart type:
→ Values: Contact Owner measured by Count of Contacts
→ Filter: Koalify Number of Duplicates is greater than 0

 

Report #9 - Contacts By Duplication Property

 📀 Data sources of "Contacts"

📊 Use the Horizontal Bar chart type:
→ Values: Koalify Duplication Properties measured by Count of Contacts
→ Filter: Koalify Number of Duplicates is greater than 0 and Koalify Duplication Properties is Known

 

Report #10 - Companies By Duplication Property

 📀 Data sources of "Companies"

📊 Use the Horizontal Bar chart type:
→ Values: Koalify Duplication Properties measured by Count of Companies
→ Filter: Koalify Number of Duplicates is greater than 0 and Koalify Duplication Properties is Known

 
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