topic Re: Notification / report for sales rep activity (adding new companies to CRM) in Dashboards & Reporting

Notification / report for sales rep activity (adding new companies to CRM)

rikkilear — Tue, 23 Feb 2021 13:01:29 GMT

Hey community,

I have a client (Sales Director) who is looking to be notified when a team member (Sales Rep) doesn't do a specific task. In this instance, the sales team is asked to add X number of new companies per day to the CRM each.

Is there a report or email notification via a workflow that would give this insight? Eg yesterday Y sales rep didn't load the X number of companies into the CRM.

I've seen in Enterprise it can target / quota Deal numbers but I don't think that quite right plus they are on Pro. We have a system external to HubSpot which we can do this in but are looking to do from HubSpot ideally for this client.

Any ideas?

Re: Notification / report for sales rep activity (adding new companies to CRM)

karstenkoehler — Tue, 23 Feb 2021 18:10:07 GMT

Hi @rikkilear,

This can be partly achieved with a custom single object company report. This would be the chart configuration:

This report could go onto a dashboard which could be delivered to the inbox of the stakeholders: https://knowledge.hubspot.com/dashboard/can-i-email-my-marketing-dashboard-to-my-colleagues

Unfortunately, it's not possible to set a goals for companies created. (For an overview of available goals, this knowledge base article is a great resource.) Someone would have to look at the report and check if the quota was met or not.

Hope this helps!

Re: Notification / report for sales rep activity (adding new companies to CRM)

rikkilear — Tue, 23 Feb 2021 20:56:00 GMT

Thanks Karsten, that makes sense. That kinda like the solution I had but wanted to sense check I wasn't missing a way to notify via workflow.