Comparative Reporting over Time

GMoore — Mon, 23 May 2022 17:56:56 GMT

Hi Team-

We're looking to create a set of reports that compares sales people over time.

IE.

Number of deals won per month per sales person
Number of calls made per month per sales person
Number of meetings set per month per sales person
Number of emails sent per month per sales person

It could look something like this:

Is there any way to do this in Hubspot?

Thanks,

Greg

Re: Comparative Reporting over Time

karstenkoehler — Mon, 23 May 2022 19:07:01 GMT

Hi @GMoore,

Yes, this can be achieved with the Custom Report Builder (Menu > Reports > Reports > Create custom report).

1. Select deals as the data source, set the report filters for Deal stage is any of Closed won and display Count of Deals by Close date and Deal owner. (Drag and drop these fields into the empty slots in the Configure tab.)

2. Select sales activities as data source, filter for Activity type (pick one from calls, meetings, emails) and display Count of Activities by Activity Date and Activity assigned to.

For both, you would pick a bar chart visualization.

Let me know if you get stuck at any stage and if so, where. Happy to assist further.

Best regards!

topic Comparative Reporting over Time in Dashboards & Reporting

Comparative Reporting over Time

Re: Comparative Reporting over Time