topic LinkedIn invitations sent/ accepted reports month to month comparison in Dashboards & Reporting

LinkedIn invitations sent/ accepted reports month to month comparison

ISmolin — Wed, 11 Sep 2024 07:57:01 GMT

Good day, colleagues,

We need help building two reports that compare LinkedIn invitations sent and accepted monthly. Hubspot suggests only a year-to-year option. We have and use a HubLead subscription and build lists where we can see those to whom we sent invitations and those who accepted. That works, and those contacts are visible on the Lists. The contacts are visible in the Reports, too, in a vertical bar format, but the year-to-year format is not desirable.

Please help/ advise how to build a report and what filters to use for a month-to-month comparison of invitations sent via LinkedIn and Accepted.

Thank you.

Re: LinkedIn invitations sent/ accepted reports month to month comparison

KhushbooP11 — Wed, 11 Sep 2024 16:57:02 GMT

Hi @ISmolin,

To create month-to-month LinkedIn invitation reports in HubSpot,

1. One for "Invitations Sent" and another for "Invitations Accepted."

2. Set filters

-Date property: Use "Create Date."
-Date range: Set to "Last Month" or "This Month."
-Frequency: Choose "Monthly."
-Comparison: Select "Previous Period" for month-to-month comparison.

3. Use your specific lists for each report.

This setup will provide clear month-to-month comparisons of your LinkedIn activity.

I hope it helps, let me know if you need to talk!

Khushboo Pokhriyal

Growth & Operations

GroRapid Labs

LinkedIn | 9315044754 | Email | Website

Re: LinkedIn invitations sent/ accepted reports month to month comparison

ISmolin — Wed, 18 Sep 2024 04:06:19 GMT

Hello, there, no it didn't work for me. We created an additional property to get such reports - LinkedIn invitation sent date and LinkedIn invitation accepted date. Thanks