topic Re: Call log table showing how many customers have been called 5x, 4x etc in Dashboards & Reporting

Call log table showing how many customers have been called 5x, 4x etc

Ben_NH — Thu, 15 Aug 2024 09:48:46 GMT

Hello everyone, I'm hoping someone can guide me through creating a new calls report with several filters. I haven't been able to figure this out yet. Allow me to explain.

I work in the new-build housing industry and to help my sales team be efficient as possible, all of our customers are assigend a traffic light colour depending on how proceedable they are. Green being the most likley to buy. Management then expects them to call them up to 5 times until we can either proceed with the sale or move them to Red.

So for this example we have 100 customers registered on a development and 50 are set to Green.

What I need help with is showing in a table out of those 50 Green customers, how many have been contacted 5 times, 4 times, 3 times etc, shown as a running total

Unfortuantely I have only been able to show this based on an individual customer list.

Thanks

Re: Call log table showing how many customers have been called 5x, 4x etc

KhushbooP11 — Thu, 15 Aug 2024 13:11:09 GMT

Hi @Ben_NH,

To create the report showing how many "Green" customers have been called 5x, 4x, etc.

1. Start by filtering to show only "Green" customers.

2. Group these customers by the number of calls (5x, 4x, etc.).

3. Count how many customers fall into each group.

4. Display this in a table with columns for Call Count and Number of Customers.

This will give you a clear view of how many customers have been contacted the specified number of times.

If you need more help, let's talk!

Khushboo Pokhriyal

Growth & Operations

GroRapid Labs

LinkedIn | 9315044754 | Email | Website

Re: Call log table showing how many customers have been called 5x, 4x etc

Bryantworks — Thu, 15 Aug 2024 13:28:53 GMT

Hey @Ben_NH,

You can't do this with just the native tools, unfortunately. You could however build a custom field for "Number of Calls". Then a workflow to increment that by one each time a call is logged which has the benefit of auto moving them to Red (if you wanted) after X number.

Re: Call log table showing how many customers have been called 5x, 4x etc

Ben_NH — Thu, 15 Aug 2024 15:40:06 GMT

That's a cracking idea, thanks @Bryantworks

Re: Call log table showing how many customers have been called 5x, 4x etc

Ben_NH — Thu, 15 Aug 2024 15:42:49 GMT

On paper that should work, but I must be missing something. It could be because the call field is a HS field - it won't let me use it as one of the filters! However using a custom field like @Bryantworks suggested seems to work. Thanks for your suggestion anyway 🙂