Reporting on Companies Associated to Specific Deals

[PCarroll]

Hello! 

I am trying to identify situations where we have a contact from a company that is a customer in our active deal pipeline. Is there a way to report on companies with a lifecycle stage of customer that show up in certain (active) deal stages? 

Thanks!

[karstenkoehler · Accepted solution]

Hi @PCarroll,

Yes, this can be achieved with the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

Under Menu > Reports > Reports > Create report > Custom report builder, select companies as primary data source, deals as secondary source. You can then add a filter for the deal pipeline and choose your desired visualization.

If you need further assistance, please let me know which visualization exactly you're looking for.

If you just want a list of companies, the same could be achieved with a company-based list. Under Menu > Contacts > Lists, create a company list and filter for Deal properties, specifying the deal pipeline. That's already it 🙂

Best regards