topic Re: Creating a report based on sales activity in Dashboards & Reporting

Creating a report based on sales activity

dwightbailey — Sat, 23 Jan 2021 09:23:01 GMT

I want to create a report that shows me total number of sales activities within a set time period and total quantity of deals won in that same period (so I can analyse how many sales activities are required on average per deal won). I can then set new KPI's for sales team that will grow won deals.

The key for me is that total number of sales activities includes specific types of activity limited to: email replies received, connected calls made, meetings completed, and chats done.

Is this possible?

Re: Creating a report based on sales activity

karstenkoehler — Sat, 23 Jan 2021 09:37:36 GMT

Hi @dwightbailey,

It looks like you're using Sales Hub Starter, is that correct? Under Menu > Reports > Reports > Report library you'll find the report library. You can narrow down the library (it shows 166 results for me) by Deals, Calls, Meetings and more in the left sidebar. HubSpot has created default reports for the most common questions. You might not find exactly the visualization you were looking for but usually one get can pretty close.

If you can't find what you're looking for, could you specify what's missing?

In Professional subscriptions, you can further customize these reports or create your own: https://knowledge.hubspot.com/reports/create-custom-reports

In Sales Hub Professional and Enterprise you also have access to sales analytics under Menu > Reports > Analytics Tools > Sales Analytics. Here you'll find reports on Activities, Deals create, Quota attainment, Deal velocity etc.

Hope this helps!

Re: Creating a report based on sales activity

sk0827 — Mon, 13 Sep 2021 17:07:10 GMT

Just wondering how to do that custom report if we are on professional?

Re: Creating a report based on sales activity

DDavila — Mon, 18 Mar 2024 16:01:27 GMT

Karsten, thank you for all of your help on this platform!