Hi all
I’m creating a report that will show the number of each Activity type by Company for a given period. So something like this:
Company1
Calls: 5
Emails: 10
Meetings: 3
Company2
etc
etc
Ultimately I’d like to visualise this perhaps with a stacked bar chart. I want this so that we can focus some attention on the Account Management aspects of our internal-sales team.
Can this be done? If so, any suggestions?
Olly
Hi @OliverMUK2,
Yes, this is possible!
Navigate to the Report Library, click Create custom report, select Cross-object and tick the boxes for Companies and Activities.
Next, make sure to add Name (Company), Activity type (Activity) and Count of Activities; the left sidebar should look something like this:
You also need to add at least one filter (for example by company size, create date or specificy companie names etc). Without a single filter, HubSpot will try to cram all companies into one report.
The result looks like this for me (after selecting ‘Stacked’ in the ‘Display options’ dropdown on the upper right).
Hope this helps!
