Sales Manager is interested in looking at time to first outreach when a lead is created via a form fill (record source) for example. I know there is a create date property and also a property for Contact First Outreach Date. Do I need a custom calculated property in order to report on this in a report in the Y-Axis? I’m not super savvy with calculated fields. We are currently doing something similar with reporting on Average Time to First Engagement, but that is a native HubSpot field that is already built and not quite what we are looking to measure.
Hey @Stacks42 - thanks for posting in the Community!
I believe that you’re trying to achieve is covered in this Community Post:
https://community.hubspot.com/t5/128172-RevOps-Discussions/Reporting-on-sales-first-response-time/td-p/405470#M1267
There are some linked resources and workarounds in that thread that I feel may be useful to this use case! Feel free to update this thread if not!
Shane, Community Manager
Hi @Stacks42,
You could do this with a calculation property: Create calculation and rollup properties
There is a calculation type for calculating the duration between dates. The date properties you’d use are:
- First conversion date: the date the contact first submitted a form.
- Date of first engagement: the date the current contact owner first engaged with the contact.
If you want to have a specific type of engagement, you would create a custom date property and populate it via workflow as described here: https://community.hubspot.com/t5/Reporting-Analytics/Time-to-contact-lead/m-p/1189360#M7734
Best regards