Weekly CRM Reporting

Totalwastesolut — Thu, 29 Oct 2020 22:00:42 GMT

Any advice on how I can use Hubspot to track my daily tasks and notes added to clients' records. I currently work off an Excel Spreadsheet to report to management on a weekly basis and I would prefer to use Hubspot for this purpose. I can see most of my emails under the Activity Feed tab, but it does not include any notes I have added to client records.

Re: Weekly CRM Reporting

Mike_Eastwood — Fri, 30 Oct 2020 02:38:14 GMT

Hi @Totalwastesolut

You can add a report with Task Completion but it requires Sales Pro (not starter).

Cheers

Mike

Re: Weekly CRM Reporting

Ben_M — Fri, 30 Oct 2020 14:21:19 GMT

Furthering on what was said, for most reporting needs you have to be on a professional or higher service level to be able to get custom reports.

However, with that said there are a few options that are available. Some are intended for someone to setup for sales managers to monitor your progress without having to print out a sheet to say look who I've been in contact with.

First, if you go to Dashboards, there is an option to Add a Report to your dashboard. Depending on your organzation's setup, you may or may not have access in here. If you don't have access, contact someone in your IT/Marketing or whoever owns Hubspot in your organization. If you filter by "Sales Rep" you will find reports like "meetings booked by me", "tasks incomplete by due date", and "activity feed timeline" which may be helpful to you.

If you also look in "Sales Team" in that same area, a manager can have reports setup to look at this per their team so your manager can see this without having to ask for a printout.

Additionally there are services like Databox ( https://databox.com/ ) that allow you to run reports on Notes by User (regardless of outcome). There are also other options for deals, pipelines, tasks completed, etc. Depending on what you need, you may need a higher plan there, but that may be a solution for you.

topic Re: Weekly CRM Reporting in Dashboards & Reporting

Weekly CRM Reporting

Re: Weekly CRM Reporting

Re: Weekly CRM Reporting