topic Re: Measure number of activities for deal stage in Dashboards & Reporting

Measure number of activities for deal stage

MNasuelli — Tue, 16 Jan 2024 13:24:41 GMT

Hello everyone,

as customer success is there any way to measure the number of activities per deal internship?

Re: Measure number of activities for deal stage

DianaGomez — Tue, 16 Jan 2024 19:08:56 GMT

Thanks for reaching out to the Community!

Just to clarify, when you mention "deal internship," are you referring to "deal stages" in the context of customer success? Additionally, could you provide more details about the specific activities you would like to measure for each deal stage? This will help me provide you with a more accurate and tailored answer.

Thank you!

Diana

Re: Measure number of activities for deal stage

MNasuelli — Tue, 16 Jan 2024 22:53:28 GMT

Hi Diana,

thanks for the reply. I meant exactly what you wrote, so "deal stage".

My goal is to measure how many activities (which ones also) my team does during every stage to implement a new project.

Example:
STAGE 1: 10 activities (send emails, meetings, tasks, tickets, other)
STAGE 2: 15 activities (send emails, meetings, tasks, tickets, other)
STAGE 3: 5 activities (send emails, meetings, tasks, tickets, other)

Let me know if you have elements to answer.
Thanks for the help!
Marco

Re: Measure number of activities for deal stage

DianaGomez — Wed, 17 Jan 2024 17:14:50 GMT

Hi @MNasuelli,

Thanks for the details!

I think I understand what you're looking for. Please check this option and replicate it with the same filters in your Custom Report Builder.

Hope this helps,

Diana

Re: Measure number of activities for deal stage

MNasuelli — Wed, 17 Jan 2024 07:10:51 GMT

Hi Diana!

Thanks for your help.
But when I move the deal to another stage, will the activities I did in stage 1 be counted in stage 1?
EXAMPLE:
STAGE 1 = 10 different activities
STAGE 2 = 15 different activities

TOT = 25 different activities

I think that when you move the deal to another stage the activities you did don't have a referral deal stage

Re: Measure number of activities for deal stage

DianaGomez — Wed, 17 Jan 2024 17:49:05 GMT

Hi @MNasuelli,

Thanks for the follow up question.

That's correct! In HubSpot, the activities completed in a particular deal stage are cumulative and not specific to that stage alone. So when you move a deal to a different stage, the activities completed in the previous stage will still be counted in that stage as well. This means that when you calculate the total number of activities for a deal, it will include all the activities completed across all stages.

I hope this helps to clarify,

Diana