How To Build A Zero Duplicates Dashboard In HubSpot

Written by Jonas | September 23, 2024

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.

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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