Report with call type & call result

SHensen — Fri, 18 Mar 2022 08:35:40 GMT

I would like to create a report in which I have on one side the call type and on the other side the call outcome.

I now have a call type related to a campaign (e.g. webinar). I would like to see what the outcomes of these calls have been.

For example:
- Call type = Webinar
- Outcome: 12 x no answer - 2 demo's scheduled - 1 proposal

Does anyone have the solution?

Re: Report with call type & call result

karstenkoehler — Fri, 18 Mar 2022 08:48:25 GMT

You would navigate to Menu > Reports > Reports > Create custom report > Single object > Activities.

Under Filters, set the Activity date to the desired time. Additionally, set a filter for "Activity type is any of Call".

Switch to the Data tab and add Call and meeting type and Call outcome to the left sidebar.

In the Visualization tab, drag and drop the properties as shown below and pick a visualization that you like:

For bar charts, I'd recommend this "Stacked" option:

Hope this helps!