topic Re: Grouping sales reps together to measure activity in Tips, Tricks & Best Practices

Grouping sales reps together to measure activity

Stacks42 — Tue, 26 Aug 2025 15:20:06 GMT

Thought about putting together a report to measure the Average number of times contacted per contact. Only problem is, after 3 weeks we automatically assign the owner to a BDR who works together with the main sales rep. So effectively at that point it will inflate the numbers for the BDR rep, as a lot of the outreach was already done prior to the contact owner reassignment. I thought that one solution could be to somehow create teams for the Sales/BDR rep pairs so I can use that to group in the report, essentially giving a combined number to use.

Or else maybe a more accurate way would be to do an activity report instead and base off of the activity owner to measure the average count of activities, specifically logged calls, emails, or meeetings?

Re: Grouping sales reps together to measure activity

JuanGomez0818 — Tue, 26 Aug 2025 15:58:42 GMT

Hey @Stacks42, Yes!. The best way is to create an activity report. That way you can see all activities by activity owner and filter for calls, meetings, or tasks. To find this, go to Reporting > Reports > Sales > Activities.

Hope you're helping with this, regards

Re: Grouping sales reps together to measure activity

karstenkoehler — Tue, 26 Aug 2025 16:01:29 GMT

@JuanGomez0818 could you specify how OP would see the average count of activities for each activity type, per contact, by user?

Re: Grouping sales reps together to measure activity

Stacks42 — Tue, 26 Aug 2025 16:06:01 GMT

Don't need specific activities per say, just a count of how many times they were touched (email, phone, sms, meeting)

Re: Grouping sales reps together to measure activity

karstenkoehler — Tue, 26 Aug 2025 16:14:35 GMT

@Stacks42 for each individual contact or as an average across contacts?

Re: Grouping sales reps together to measure activity

Stacks42 — Tue, 26 Aug 2025 16:28:04 GMT

It would be a specific subset of contacts, i.e. form fills within the past
month, something like that. We have 4 reps that are all getting form fills
and want to make sure they are hitting each one up at least 3 times, more
or less! Thx

Re: Grouping sales reps together to measure activity

karstenkoehler — Tue, 26 Aug 2025 16:32:16 GMT

@Stacks42 thank you for clarifying, exact steps would be: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

Select Contacts as primary data source + Activities as additional data source
Filter report by "Recent conversion date is less than 30 days ago" and "Activity created by is any of [relevant sales reps]"
Select a pivot table visualization and set up as shown below

Alternatively, regular table:

Re: Grouping sales reps together to measure activity

Stacks42 — Tue, 26 Aug 2025 17:29:11 GMT

I made Hubspot Teams to combine the reps together into groups

Re: Grouping sales reps together to measure activity

Fleo — Tue, 21 Oct 2025 07:37:47 GMT

Nice! Creating HubSpot Teams is a smart move it makes it so much easier to group reps and see their performance together. You can also add an activity report on top of that to track calls, meetings, and tasks for each team. Super handy combo!