Report to show all companies with contacts with lifecycle stage set to Opportunity

[JRW]

I'm trying to create a report on our lead activity prior to a customer entering our deal pipeline.  For a given company I would like to display a count of the number of contacts in each lifecycle stage.

[karstenkoehler · Accepted solution]

Hi @JRW,

To achieve this, navigate to Menu > Reports > Reports > Create custom report > Custom report builder > select Companies as primary data source and select Contacts as an additional data source.

You can now drag Company name on the X-axis, Count of contacts on the Y-axis and set a filter to Contacts Lifecycle stage is any of Opportunity, like so:

Configure:

Filter:

Let me know if you have any follow-up questions!

[JRW]

Thanks Karsten!