topic Re: Service Hub reporting in Dashboards & Reporting

Service Hub reporting

Susancolleman — Mon, 25 Mar 2024 07:28:47 GMT

How can I establish measurable service KPIs, implement automation to streamline service processes, and leverage HubSpot's reporting?

Any insights, strategies, or case studies to share on optimizing service goals within the HubSpot platform?

Re: Service Hub reporting

karstenkoehler — Mon, 25 Mar 2024 07:31:03 GMT

Hi @Susancolleman,

Have you looked into the service report collections? https://knowledge.hubspot.com/reports/create-service-reports-service-analytics-tool

Best regards!

Re: Service Hub reporting

Jigar_Thakker — Mon, 25 Mar 2024 07:31:06 GMT

Hey @Susancolleman

Kindly go through this article here this is a great resource if you looking to create and measure service goals:https://knowledge.hubspot.com/forecast/create-and-monitor-goals

With service goals, managers can create quotas for their service users and teams. Managers can also assign goals to a pipeline. Goal milestones can be set monthly, quarterly, or annually

Re: Service Hub reporting

Lucila-Andimol — Mon, 25 Mar 2024 11:33:42 GMT

Hey @Susancolleman

so it depends a bit on the kind of process you are working on with Service hub(could be use for more than tickets).

talking first about tickets you can measure calls, SLA, time to solve a ticket, time for a response in conversations .
of course all of this depends on how you are evaluating your team.

You can take a look at the standard reports and let us know if you have more questions.