New Companies Report for Dashboard

[SteveMatlick]

Hi,

I can't seem to locate this, I might be overlooking it.   In the Marketing Performance section of the Marketing Dashboard it currently displays Sessions, New Contacts, and Customers for the given time period selected.   Is there a report already built for New Companies that would function just like the New Contacts report/chart?  

Since we are B2B tracking this is important.  

Thanks!

[sharonlicari · Accepted solution]

Hey @SteveMatlick 

Currently, there is a Dashboard with the name New Companies, This report shows the cumulative count of company records created in the selected time range. You can use this report to see trends and growth in your company database.

I included a screenshot from my portal so you can see it clearly. 

Is this report is what are you looking for? If so, you might need to add it clicking on the "Add Report" bottom in the Marketing Dashboard >>> Companies. 

I hope this helps. If this does not answer your original question, please let me know.

Thank you 

Sharon 

[OCutts]

Hi - I'd like to see New Companies Created Daily by Company Owner, so I can compare how many companies each salesperson has created each day. What would I edit in the above report, which I have already added to my dashboard and filtered to said salespeople?

[toricook]

I'm having a similar situation... except I want to look at the last report "Customers."

In the Marketing Dashboard, we see "sessions," "new contacts," and "customers." But the customer report has always counted the total contacts that are customers. Is there a way to change this on the report so it counts company records instead? As primarily B2B, we want to see how many accounts/companies were sold... not all the contacts on customer accounts.

What's the best way to get this on the dashboard?

[JamesG1]

2nd to this - Our MQL, SQL, Opportunity reports are over-inflated when there are multiple contacts at the business!

[SteveMatlick]

Hi Sharon,

This is exactly what I was looking for!  Thank you!!

Best Regards,

Steve