Account Coverage Report for CS

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi everyone! I was wondering if anyone has any tips for creating the following report:

  • Of a rep’s customer accounts, what % of those accounts have had a meeting in the last 60 days
  • Of a rep’s"owned" customer accounts, what % of those have received an email in the last 60 days

I can’t seem to get both of those things in a single custom report - it always only either includes or excludes companies with the activity type.

Anything I’m missing?

2

Hi @MHomere,

Thank you for your inquiry.

I’d like to involve some of our experts in the conversation to review whether they have any suggestions for you or if they have encountered a similar case in their experience and how they resolved it.

Hi @johnelmer, @danmoyle, @CHawkins. Do any of you happen to have any suggestions for @MHomere?

Thank you all for your contributions.

Best regards,

Diana

3

Thanks for the tag @DianaGomez!
Hi @MHomere, I hope you had a great weekend.
I agree, putting both of those in a single report may not be possible My inital reccomendation would be to building these as seperate reports and putting them next to eachother in a single dashboard to reference quickly and easily together.
I can think of a few other alternatives using a series of lists, workflows, and/or custom fields that might work but, if a dashboard with two reports could work for the use case, I wouldn’t reccomend sinking a ton of time or resources into overly engineering something else.
If the dashboard solution doesn’t work for your use case, I would be happy to chat through alternative (more complicated) builds. It may be easier to demonstarte, if you want to put time on my calendar here.

4

+1 for @CHawkins here, @MHomere. I also don’t see a way to include this in one report.

5

Thank you! I put some time in just to talk it through, appreciate the offer!