Contact Growth Report
Track new contacts added over time.
The Contact Growth report shows how many contacts were added during each period.
Use it to understand whether lead capture is increasing, flat, or declining over time. It reports contact creation activity, not qualified pipeline value.
Use this report alongside form submissions, imports, and deal creation. Contact growth alone does not prove that lead quality or revenue is improving.
Separate organic growth from operational imports. A CSV import can create a large spike that should not be interpreted as campaign performance.
Use This Report To
- Review lead growth.
- Check whether campaigns are creating new contacts.
- Compare contact creation by day, week, or month.
- Notice quiet periods where intake may have slowed.
Filters
Use date range to focus on the period you want to review. Use group by to switch between daily, weekly, and monthly trends.
Choose daily grouping for campaign launches and imports, weekly grouping for sales reviews, and monthly grouping for longer-term trend checks.
Use the same date range and grouping when comparing campaigns. Changing the grouping can hide short spikes or make normal weekly variation look unusual.
How to Read It
Look for spikes, drops, and long flat periods. A spike may reflect an import, campaign, event, or workflow. A drop may mean forms, imports, or lead capture channels need review.
Compare the report with CRM form submissions, imports, and workflow activity. If contact growth spikes after an import, separate that operational event from new organic lead generation in your review notes.
Open a sample of contacts from unusual periods. Check source, owner, tags, account, deal creation, and duplicate status before changing sales or marketing plans based on the chart.
Review Workflow
- Set the period and grouping.
- Mark known imports, campaigns, or events in your notes.
- Compare spikes with form submissions and deal creation.
- Open contacts created during unusual periods.
- Clean test or duplicate contacts before exporting.
If the report supports a meeting, keep a note of known imports and cleanup events beside the export or screenshot. Otherwise an operational import may be mistaken for marketing performance later.
Segment The Spike
When the chart spikes, separate the source before drawing conclusions. Imports, public forms, manual entry, API creation, and duplicate cleanup can all change the contact count without representing the same business outcome.
Cleanup Checks
If the numbers look wrong:
- Check whether duplicate contacts were created.
- Confirm imports used the intended date range.
- Review whether test contacts were left in the workspace.
- Confirm lead forms are still published and mapped correctly.
- Check whether users are creating contacts in the correct workspace.
Troubleshooting
If growth is flat, test public forms, import flows, and API intake. If growth is too high, check duplicates, imports, and test data.
If growth is high but deals are not increasing, review contact quality, qualification fields, source tracking, and follow-up tasks rather than only the contact count.
If a campaign is supposed to drive leads, compare contact growth with deals, forms, tags, and owner follow-up to see whether contacts became qualified work.
Source Review Checklist
For unusual growth, check:
- imports and failed import retries
- public form submissions
- manual contact creation
- API-created contacts
- duplicate merges or cleanup
- test contacts left in the workspace