Record Count

The record builder supports calculating the number of users or companies that match a specific set of filters.

To configure:

  1. Add a new column

  2. Select “Records Matching Filter”

  3. Define the filters to specify which users or companies should be counted

Example use cases:

  • Count all companies in the Enterprise segment,

  • Calculate the percentage of SMB companies with a Closed Won deal last quarter (using Records Matching Filter as the denominator).

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