topic Creating reports on supplemental goals (meetings and calls) in Dashboards & Reporting

Creating reports on supplemental goals (meetings and calls)

AManess — Fri, 20 May 2022 16:03:08 GMT

Is there anyway to create a report on supplemental goals (meetings and calls)? We are able to set the goals, but not create a report that includes the quote.

Thank you,

Angela

Re: Creating reports on supplemental goals (meetings and calls)

TitiCuisset — Mon, 23 May 2022 08:02:17 GMT

Hi @AManess

Thank you for reaching out!

I want to tag some of our experts here - @Josh @Dan1 @StjepanGrcic do you have any thought for @AManess on this?

Thank you!

Best

Tiphaine

Re: Creating reports on supplemental goals (meetings and calls)

himanshurauthan — Wed, 25 May 2022 18:00:36 GMT

Hello @AManess,

Yes, we can create reports on the basis of calls and quotes through the Custom Report builder under Reporting Section.

For the meeting, you can use the date filter of the last meeting booked in meeting tools in the HubSpot.

Also, if two meeting links are created with different titles then we could use the 'meeting title contains' filter to show the meetings booked per link.

Regards,