New organization report

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Jesper Nehm Poulsen
Jesper Nehm Poulsen Member Posts: 3
First Comment Photogenic
edited July 4 in Sales CRM #1

Any idea how to make a report that shows how many organisations have been "transformed" for a confirmed customer, let's say this month?

Organisations and persons are already created when we find the specific potential customer and do not know yet if it will be a customer or not.

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  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 100
    5 Likes 5 Up Votes First Answer Name Dropper
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    Hi @Jesper Nehm Poulsen this is quite simple:

    Create a new report for companies, filter by number of won deals > 0.

    If there's a different parameter you want to make orgs count as customers, create a workflow automation that either assigns a label "customer" or puts that label in a custom field.

    Then use that field in your reports to scope down to just customers.

  • Jesper Nehm Poulsen
    Jesper Nehm Poulsen Member Posts: 3
    First Comment Photogenic
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    Thanks for answer.
    The organisation can have been created a long time ago, not just this month.
    I need a report to trigger on organisations which this months has turned in to a confirmed customer.

    I have been using a "Lead" label on the organisations which are not confirmed customers yet, but the report I have now only triggers on when the organisation was created and not when the "lead" label was removed and the "customer" label was added.

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