topic Re: Is it possible to track sales staff's time spent in HubSpot? in Dashboards & Reporting

Is it possible to track sales staff's time spent in HubSpot?

andyrobertson1 — Fri, 01 Nov 2019 16:36:51 GMT

I'm wondering if it's possible to track our sales team's time spent in HubSpot?

Re: Is it possible to track sales staff's time spent in HubSpot?

MFrankJohnson — Fri, 01 Nov 2019 17:10:59 GMT

Tracking time spent in HubSpot is NOT native built-in functionality. However, some sales teams structure calling, emailing, or other trackable behaviors to begin AND end within agreed upon timeframes -- e.g., Mon-Fri, 9am-5pm. These events are 'tracked' by default.

@Josh may has some ideas around this sort of tracking.

Re: Is it possible to track sales staff's time spent in HubSpot?

Josh — Fri, 01 Nov 2019 18:02:00 GMT

Hi @andyrobertson1 ,

I would argue that time spent is not as important as activity. In that case, we would recommend tracking activity and outcomes, which are both already reportable, as @MFrankJohnson indicated. Personally, I don't care if a rep takes 10 hours or 40 hours to meet their quota...I just care that they meet their quota.

If they aren't meeting their quota, activity is usually a good indicator of where they're missing the mark and you can work to improve activity.

If tracking a sales rep's time spent is important to you, I think you'll have to use a 3rd party application to make it happen.

Thanks for the ping @MFrankJohnson!

Re: Is it possible to track sales staff's time spent in HubSpot?

MFrankJohnson — Fri, 01 Nov 2019 20:08:56 GMT

Re: Is it possible to track sales staff's time spent in HubSpot?

zaklein — Wed, 02 Feb 2022 13:40:40 GMT

Hi @andyrobertson1

While I agree with emphasising the importance of achieving outcomes (rather than time spent) for sales/service/project teams, there are definitely use cases that benefit from the involvement of time tracking software.

With this in mind, if you have access to custom objects in your HubSpot portal(s), you might be interested in StopWatch for HubSpot (a simple time tracking app designed to exist entirely within HubSpot). It allows you to track time against Deals, Contacts, Companies and Tickets using a "StopWatch" interface in the right sidebar on an individual record view, with the resulting "Time Logs" saved as custom object records within your HubSpot account. If you are interested, you can find the app's usage guide here.

Hope you give it a try. Let me know if you have any questions 🙂

All the best,

Zach