topic Re: Meeting Follow Up Time Report in Dashboards & Reporting

Meeting Follow Up Time Report

ACarr1 — Tue, 24 May 2022 15:29:20 GMT

Hi,

I'm trying to build a report that will show the time elapsed between a meeting and the first follow up. I've been exploring the lead response time report in sales analytics but I'm unable to filter to just show the first follow up after a meeting. Let me know if you have any ideas as to how to build this one.

Thanks,

Allen

Re: Meeting Follow Up Time Report

JHaber6 — Tue, 24 May 2022 15:55:55 GMT

Hi Allen,

You can likley do this with a combination of workflows. One to track when the meeting happened and one to track when the first email was sent when the meeting date is known. If you just want to track this for the first meeting with a contact or one specific type of meeting, then you can add the meeting date and follow-up date to the contact. If you want to track it for multiple meetings related to a contact, you would have to create a custom object to track this.

Hope that helps!

Jenna Haber

Revenue Operations Consultant

Vetrus Solutions

Re: Meeting Follow Up Time Report

karstenkoehler — Tue, 24 May 2022 16:39:01 GMT

Hi @ACarr1,

I'd approach this with a date stamp and a calculation property.

The date of the first follow-up would be stamped in a contact-based workflow:

Both properties stamped are custom date properties you'd have to create. (The workflow would only work from now on, not historically.)

You can then create a calculation property for the time between Date of first meeting booked in meetings tool and First contact after meeting. This calculation property would contain the information you're looking for.

I haven't tested this but it should work.

Let me know if you have any follow-up questions!