My Marketing Team has a goal to generate 1,000 MQLs and 300 SQLs this year.
I am trying to create a report that shows me how many companies have been created in the current year, that have ever been marked as a Sales Qualified Lead at some point, and what their lifecycle stage is currently.
Easy part:
Create Date = current year
Lifecycle Stage = all
But how do I filter on showing only the Companies (total count) that have been marked as Sales Qualified Lead at some/any point since creation, regardless of their current lifecycle stage?
Hi @SBarbera,
I’ve updated this post to reflect an easier way to achieve this.
The lifecycle stage “Sales qualified lead” is a property that is usually maintained on a contact level, not the company level – two different objects. If you’re working on a single object company report, that’s why you cannot find the lifecycle stage, that’s probably why you’re not seeing what you’d like to see.
You’d have to start fresh with a custom report (Menu > Reports > Reports > Create custom report > Cross-object > Contact and Companies). You can now filter the whole report by Contact properties > “Became a sales qualified lead date is known” and Company properties > “Create date is this year”. Back in the data tab, you can now select Count of Companies and another company property to display. (It’s import that you select another company property. When I tested this, selecting a contact property instead of a company property to display, like Lifecycle stage, I got the count of contacts, not companies. Even if it says Count of companies.)
Hope this helps!
Hello Karsten, Thank you for the reply.
We created a property in the Company database that is Lifecycle Stage so we could sort at the company level.
In your test were you able to count the number of companies that were Sales Qualified Leads at a past point in time regardless of what their Lifecycle Stage is currently?
Thank you for taking the time to look at this
Sean
Hi @SBarbera,
I just noticed that this thread had slipped through the cracks. I just reviewed the question again: In your custom report, if you want to see contacts/companies that have ever been a SQL, you would filter for the contact property “Became a sales qualified lead date is known”. This date property is automatically stamped when a contact enters the SQL Lifecycle stage. You can reference it in your custom cross-object report.
Let me know if you need further assistance!
Hi Karsten,
First, thank you for the reply. I should have said that a long time ago.
Follow up on this. I am revisiting trying to create the report. I only want to see by Company which companies were ever marked as Opportunities in 2021.
In the company database, there is no “became a …” data field to draw from
I know how many Deals were created in 2021 associated by company
I am trying to see how many companies reached each Life cycle stage.
How many companies became a Sales Qualified Lead
How many companies became an Opportunity
regardless of what their current life cycle stage is set at.
The goal is to create a report that shows me a Company level funnel
Companies that were created in 2021
Companies that became MQL in 2021
Companies that became SQL in 2021
Companies that became Opportunities in 2021
and then match that up to Deals created in 2021 and closed in 2021 Won or Lost
Thank you
Sean
