topic Re: Conversion rates from connected call to a booked beeting in Dashboards & Reporting

Conversion rates from connected call to a booked beeting

LHpayview — Wed, 29 Jan 2025 12:48:56 GMT

Am i the only one who are shocked by the fact that i am not able at all to get a conversion percentage of the number of connected calls vs meeting booked?

My thougt is a calculation that says "meeting with a certain meeting type % count of connected calls"

Anyone who has found a solution or has the need for a functionality like this?

Re: Conversion rates from connected call to a booked beeting

kennedyp — Wed, 29 Jan 2025 18:58:00 GMT

Hi @LHpayview! Welcome to the Community-- happy to have you here 😊

From what I understand, the goal is to see the percentage of meetings that had a connected call. Since these activities are not always directly associated, it can be tricky to get an accurate number. I'd like to invite @HFisher7, @Josh, and @Gaurav_Aggarwal to see if they can provide any tips for calculating this rate in HubSpot!

Best,

Kennedy

Re: Conversion rates from connected call to a booked beeting

LHpayview — Wed, 29 Jan 2025 20:56:25 GMT

Not quite, or else i don't understand your perception. I want a calculation that for example shows me 30% if i've had 10 connected calls with 10 prospects, and i've managed to book 3 meeting on those 10 connected calls. This gives me ability to check how well my sales reps are doing once they are finally connected to the prospect, whom their goal is to book a meeting with as an SDR - makes sense?

Re: Conversion rates from connected call to a booked beeting

FarioConsulting — Fri, 31 Jan 2025 12:49:44 GMT

Hi,

You can look into setting up a score property where you define conditions....like marking it when the call outcome is "connected" or if the call lasts longer than a certain time

Cheers,
Harsh
Fario Consulting

Re: Conversion rates from connected call to a booked beeting

kennedyp — Mon, 10 Feb 2025 18:39:04 GMT

Thanks for the clarification, @LHpayview! So how many connected calls result in a booked meeting, right?

This does sound like something that could be solved with @FarioConsulting's suggestion. Otherwise, it could be a custom call outcome, perhaps. When you log a call, you can define the outcome based on the meeting decision.