---
title: "Example report #6"
slug: "example-report-6-mapped-salesforce-accounts-with-opportunities"
updated: 2025-06-05T22:42:44Z
published: 2025-06-05T22:42:44Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.g2.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Example report #6

This example report shows mapped Salesforce accounts with opportunities correlated with G2 Buyer Intent data. The report includes information on the opportunity stage (for example, Discovery) and the monetary amount associated with the opportunity.

This information provides a sense of where potential customers are in the buying process so they can be engaged appropriately.

Complete the following steps to run this report:

1. Go to the Salesforce Reports tab and select **New Report...**.
2. Select the **Accounts & Contacts** folder and then **G2 - Accounts with Opportunities**. Or search directly for G2 - Accounts with Opportunities.
3. Select **Create**.
4. At the top of the page, select the **Show** dropdown and select **All accounts**.
5. In the **Date Field** dropdowns, select the desired options for the date range the report should cover (for example, This Month). For this report, G2 recommends selecting **All Time** for the Range field.
6. In the Filters section at the top of the page, select the Add dropdown and select** Cross Filter**. For the dropdowns in the Filter section, select **Accounts**, **with**, and **Opportunities**. Select **OK** to save the filter.
7. Select the Add dropdown and select **Cross Filter** again. For the dropdowns in the Filter section,  select **Accounts**, **with**, and **G2 Visiting Organizations.** Select **OK** to save the filter.
8. In the Preview window, select the Format dropdown and select **Matrix** to change the report format.
9. Select and drag the **Account Name** field to the left-hand side of the Preview window to add it as a row grouping in the report.
10. Select and drag the **Opportunity Name** column to the right of Account Name to create a row sub-grouping.
11. Select and drag the **Stage** field (Opportunities folder) from the left-hand side Fields bar to the top of the Preview window to add it as a column grouping.
12. Select and drag the **Amount** field (Opportunities folder) from the left-hand side Fields bar to inside the matrix area of the report. On the Summarize pop-up, select the **Sum** checkbox and then select **Apply**. This turns Amount into a summarizable field for the report.
13. Select and drag the **Close Date** field (Opportunities folder) from the left-hand side Fields bar to the right-hand side of the report.

![G2Reports_ExampleReportOpportunitiesByAccount(2)](https://cdn.document360.io/1759d01c-b118-4f31-81f7-e4011071a6d4/Images/Documentation/G2Reports_ExampleReportOpportunitiesByAccount%282%29.png)

1. At the top of the page, select **Save**.
2. In the Save Report pop-up, enter a **Report Name** and a **Report Description**. Report Unique Name auto-populates.
3. Pick a **Report Folder** from the dropdown, and then select **Save**.

The report should now be available in the Salesforce Reports tab in the report folder that was selected as the storage location.

## Related

- [Build custom Salesforce reports with G2 data](/build-custom-salesforce-reports-with-g2-data.md)
- [Four pre-built Salesforce reports](/four-pre-built-salesforce-reports.md)