How to create a report that shows how many Organizations my company has contacted

Pipedriven

In the Insights section, I want to create a report that shows how many Organizations my company has contacted. For example, I want to know how many Organizations I interacted with in Pipedrive this month.

Dillon Hill

Hey there! You can definitely create a report in Pipedrive to track how many organizations your company has contacted. Here’s a simple way to do it:

1. Head to the Insights section – You’ll find it in the left-hand menu. This is where you can create and view reports.
2. Create a new report – Click on “Create new report” or just modify an existing one if you already have something similar set up.
3. Set your parameters:
   • Activity Report is what you’re looking for since you want to track interactions with organizations.
   • Filter by Activity Type – Choose the types of interactions you're interested in, like calls, emails, meetings, etc.
   • Date Range – Set this to “This Month” or whatever time period you’re curious about.
   • Organizations Filter – Make sure the report is focused on activities related to organizations by setting the "Related to" filter to "Organizations."
4. Group the data by "Organization" so you can see how many different companies you’ve contacted.
5. Generate the report – Hit “Apply” or “Generate Report,” and it should show you a nice list of all the organizations you’ve interacted with and how many times.
6. If it looks good, save it so you can check back later or share it with your team.

And that’s it! This should give you a clear picture of how many organizations you've been in touch with over the month. Super handy for keeping track of your outreach efforts.

Hope this helps!