topic Reporting on contacts worked in Dashboards & Reporting

Reporting on contacts worked

AdamSmith123 — Thu, 10 Sep 2020 21:55:15 GMT

Is there a report or function which compares how many contacts were worked by rep, as opposed to grouping all together . thanks in advance

Re: Reporting on contacts worked

dianalcont — Thu, 10 Sep 2020 23:33:30 GMT

Hi @AdamSmith123

What you can do is clone that report for each sales rep and apply a filter for contact owner. Then rename each report with the salesperson's name.

another good alternative:

- Activity leaderboard by rep with type breakdown

this will break down types of activities each rep is performing in a bar graph so you can see what they do most (calls, meetings, emails, etc.)

Re: Reporting on contacts worked

kestrada — Fri, 11 Sep 2020 08:05:04 GMT

Great tip @dianalcont. Thanks for sharing it.

Let us know how this report works for you @AdamSmith123 in the comments below.

Regards,

Kira

Re: Reporting on contacts worked

AdamSmith123 — Mon, 14 Sep 2020 20:01:36 GMT

thanks, that worked great.

Re: Reporting on contacts worked

kestrada — Tue, 15 Sep 2020 14:10:30 GMT

Thanks for letting us know @AdamSmith123 .

Have a lovely Tuesday.

Kira

Re: Reporting on contacts worked

radmar — Wed, 27 Jan 2021 16:52:37 GMT

Hi @dianalcont. By any chance do you know what API call will get the same data used for the Activity leaderboard by rep with type breakdown?

Re: Reporting on contacts worked

dianalcont — Thu, 28 Jan 2021 18:39:00 GMT

@radmar What's the use case? I'm not sure I understand the question.

Re: Reporting on contacts worked

radmar — Fri, 29 Jan 2021 10:28:30 GMT

@dianalcont, this report, Activity leaderboard by rep with type breakdown was created using some data available in Hubspot. I want to know if I can retrieve the exact same data with one API call so I can have my scheduled automated report. I want to use this data for a report in Jira/Confluence.

Re: Reporting on contacts worked

dianalcont — Fri, 29 Jan 2021 15:51:24 GMT

got it @radmar - unfortunately I don't know the API call on this.

I'd imagine it's on an activity property update (last contacted and activity type maybe?), but don't know for certain. The report is one that comes out of the box in the report library so didn't put much though on that API call.

Re: Reporting on contacts worked

radmar — Fri, 29 Jan 2021 16:00:24 GMT

@dianalcont, thank you for your feedback. I will keep looking for a solution.

Re: Reporting on contacts worked

DenysStukalenko — Mon, 20 Sep 2021 08:25:05 GMT

I tried to do this, by the types of activities available there do not include "contacts created".

Maybe I am looking in the wrong place?

I'd appreciate any help with this.

Re: Reporting on contacts worked

dwc1993 — Mon, 20 Jun 2022 20:48:22 GMT

The solution posted here doesn't work for us because we have contacts who are OWNED by the AE, but worked by our SDR. Any ideas on how to report on THAT?

Re: Reporting on contacts worked

kvlschaefer — Tue, 21 Jun 2022 20:14:39 GMT

Hi @dwc1993,

I would recommend using the Activity leaderboard by rep with type breakdown report if you are looking to track sales activities such as calls, 1:1 emails and meetings. This report shows the activities completed by your users. Activities include calls, meetings, tasks, emails and notes.

Best,

Kristen

Re: Reporting on contacts worked

dwc1993 — Tue, 21 Jun 2022 20:27:04 GMT

That partially works. Because technically if a rep has 100 activities (even if it’s 100 communications with 1 contact) it will show 100 activities vs. 1 with 1 contact with activity.

Thanks for the recco!

Re: Reporting on contacts worked

kvlschaefer — Wed, 22 Jun 2022 17:25:15 GMT

You're welcome, @dwc1993! Glad to hear that report helps 🙂