I am trying to create a custom report that shows the number of contacts emailed within a given period (monthly/quarterly) and the number new deals that were created within 3 days of someone opening an email. Does anyone know how I might go about building this kind of report?
Hello @NDonnelly Happy Monday!
I would like to invite to this conversation our experts
@danmoyle @Josh @ConnorSlivinsky do you have any thoughts on @NDonnelly matter?
Thank you,
Pam
@NDonnelly this sounds like a cross-object, cross-tool custom report. Start with Contacts as your primary data source, add in associated Deals and marketing emails. Then I’d start to play with the data points in thos objects in the report builder and see what I can come up with. I’ll take a look in our own portal when I have a little more time, but that’s where I’d start for sure.
A second option might be the contact create attribution report, but I’m not sure if that can pull data from miltiple objects and tools all together like the custom report tool can.