topic Re: Deals Report in 💬 RevOps Discussions

Deals Report

OAskarov — Sun, 05 May 2024 07:10:52 GMT

Hello Community,

I was asked to generate a report for a customer showing me all of the SQLs with NO MEETINGS.

I tried with a few properties, such as: Activity type

Nevertheless, I'm getting back results that show deals with meetings.

Does anyone have an idea how I can do this?

Thank you

Re: Deals Report

LouiseHare — Mon, 06 May 2024 10:38:28 GMT

Hi @OAskarov ,

This isn't easily done with out-of-the-box properties, but what I would do is create a Deal based workflow that updates a property on Deals when a meeting is booked and associated to that Deal, like so-

I would then use the filter Meeting Booked is unknown to filter on Deals that have no meeting associated to it.

Hope this helps,

Louise Hare she/her

Freelance HubSpot Expert

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find!

Re: Deals Report

OAskarov — Mon, 06 May 2024 20:40:51 GMT

Hello Louise,

Thank you for this suggestion.

This is a creative idea. I like it.

I'll give it a try.

Thank U

Oren