How do I create a Dashboard Report that shows Contacts ranked by Score in lists organized by Target Companies?
@seobrien - If on a professional or enterprise subscription, you can:
- create a custom report with contacts and companies selected as the data sources
- select pivot table as your report type
- add the company property Record ID as a column
- add the contact property Record ID as a column
- add you contact score property (HubSpot score, Likelihood to close, or any custom score property you have created) as a value
- add a filter company record property target account equals true
This knowledge base article should help: Create reports with the custom report builder