Tips, Tricks & Best Practices

seobrien
Member

Lists of Contacts ranked and organized by Target type

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How do I create a Dashboard Report that shows Contacts ranked by Score in lists organized by Target Companies?

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HFisher7
Solution
Guide | Elite Partner
Guide | Elite Partner

Lists of Contacts ranked and organized by Target type

SOLVE

@seobrien - If on a professional or enterprise subscription, you can:

- create a custom report with contacts and companies selected as the data sources
- select pivot table as your report type
- add the company property Record ID as a column
- add the contact property Record ID as a column
- add you contact score property (HubSpot score, Likelihood to close, or any custom score property you have created) as a value
- add a filter company record property target account equals true

This knowledge base article should help: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

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

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1 Reply 1
HFisher7
Solution
Guide | Elite Partner
Guide | Elite Partner

Lists of Contacts ranked and organized by Target type

SOLVE

@seobrien - If on a professional or enterprise subscription, you can:

- create a custom report with contacts and companies selected as the data sources
- select pivot table as your report type
- add the company property Record ID as a column
- add the contact property Record ID as a column
- add you contact score property (HubSpot score, Likelihood to close, or any custom score property you have created) as a value
- add a filter company record property target account equals true

This knowledge base article should help: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
Unlock the potential of HubSpot

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