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

SOLVE
JRW
Member

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.

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1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

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:

 

karstenkoehler_2-1631766591466.png

 

Filter:

 

karstenkoehler_1-1631766584634.png

 

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

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
karstenkoehler
Solution
Most Valuable Member

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:

 

karstenkoehler_2-1631766591466.png

 

Filter:

 

karstenkoehler_1-1631766584634.png

 

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

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

JRW
Member

Thanks Karsten!

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