topic Re: Sales Dasboard - number of sales reps meetings in Dashboards & Reporting

Sales Dasboard - number of sales reps meetings

Thoralf — Wed, 23 Oct 2019 09:47:52 GMT

In one of our client's companies, newly recruited sales reps run their first meetings together with a senior colleague. Since every sales rep has a their calendar connected, these meetings are shown as two in the Sales Dashboard. But by this the statistics on the total number of meetings will be wrong. Any way to solve this?

Re: Sales Dasboard - number of sales reps meetings

Bryantworks — Wed, 23 Oct 2019 12:21:49 GMT

Hey @Thoralf

I would recommend having them setup a different meeting link so that you can filter out that meeting name (or meeting type) from the report. Does that make sense?

Re: Sales Dasboard - number of sales reps meetings

Thoralf — Fri, 25 Oct 2019 06:01:55 GMT

Thanks for the input! I'm afraid that this is only available in Sales Pro but it's a good argument for further discussions!

Re: Sales Dasboard - number of sales reps meetings

HubSpotMaster — Tue, 29 Oct 2019 20:03:00 GMT

@Thoralf

This is a manual workaround:

Add properties for each call type that you have (i.e Discovery, Demo, Proposal Presentation) and set as a date property.
The reps will have to set the date the meeting is held manually but then you can report accurately.
If you are trying to see meetings scheduled vs meetings held you can have a Discovery Scheduled Date vs. Discovery Held Date.

Again not an automated solution but one that logs the meeting dates for reporting none the less.

Please accept this solution if it solves your needs. Thanks!