Reporting on company level

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi,

Can I create a report that is based on company level rather than contact level and that reports lead source and lifecycle stage?

I have them on contact level but our sales team reports only in company level.

Thanks,

Anna

2

Hi @AvonKuhn,

Yes, this can be achieved by creating a cross-object report: Menu > Reports > Reports > Create report > Custom report builder > select Companies and Contacts as data sources.

Can you provide a bit more detail on what exactly this report should visualize? Which chart type are you envisioning, what’s on the x-axis / y-axis or, if it’s a table, what should be the columns and rows?

Best regards

3

Hi Karsten,

Thanks for your quick response as always.

I just need a simple report that shows me number of companies per lifecycle stage.

And another that shows number of companies and their original lead source.

Thank you,

Anna

4

Hi @AvonKuhn,

Both are fields that are usually automatically maintained as company fields: the company Lifecycle stage and the company Original source.

Have you tried creating a single object company report? Menu > Reports > Reports > Create report > Single object > Companies

Under Filters, you would specify your date range. Under Data, you would add either Lifecycle stage or Original source. In the Visualization tab, you would drag and drop either Lifecycle stage or Original source and Count of companies into the Displaying area.

Can you try and let me know if you’re encountering any issues?

Best regards!

5

Brilliant, I managed to create the report based on your guidance. Thank you

6

Hi Karsten,

I need to create another report which could just be a table to report on the below (all on deal level). I tried via the custom report and then select deal level and so on but didn’t get very far. Ideally I also need to report number of products sold per contract.

Deals Number of contracts won
Number of products sold
Deals Number of new project mentioned
Number of products sold
Quotes (only deals) Number of proposals sent
Number of products sold
Deals Number of proposales requested
Number of products sold
Deals Number of Demo Meetings
Number of products sold
Deals New Project mentioned
Number of products sold