topic Re: How do I track meeting outcomes in Dashboards & Reporting

How do I track meeting outcomes

SBrewer2 — Fri, 20 Sep 2024 12:40:06 GMT

I'm seeing alot of posts about how to automatically create a meeting outcome, but I'm looking how to track external meeting outcomes... I have my custom fields set (Meeting: Attended, rescheduled, ghosted etc. etc.) but I can't find a way to track those stats.

My team is looking to see how many "no-shows", reschedule and attended meetings for our pipeline

Re: How do I track meeting outcomes

karstenkoehler — Fri, 20 Sep 2024 12:41:48 GMT

Hi @SBrewer2,

Meeting outcomes are a data point in the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

Pick the data source 'Activities' when creating a new report, filter the report by activity type = meeting and you could, for example, visualize the meeting outcome on the y-axis, the activity date on the x-axis.

Best regards!

Re: How do I track meeting outcomes

SBrewer2 — Fri, 20 Sep 2024 13:48:17 GMT

So playing around with the custom fields, it seems like I'm close, but I'm trying to get this report to show the individual "Deal outcome: Complete, ghosted, rescheduled etc" not just if its tracked... along with the rep that its assigned to... It'd be nice to see which deal it is once I click into the number on the graph

Re: How do I track meeting outcomes

karstenkoehler — Fri, 20 Sep 2024 13:57:39 GMT

@SBrewer2 if you want to see the associated deal, you would have to add deals as a data source to the report and include a column for the deal record ID, for example.