I am trying to build a report that shows Leads assigned by agents vs actioned (activities) per day, week, and month, is that possible? The goal is to understand how many deals are “actioned” every day, week, and month per SR. Thanks!
Hey @Santi25, thank you for posting in our Community!
You can use our reports to track leads assigned and actioned, allowing you to analyze this data over different time periods such as per day, week, and month.
I want to invite our top experts @TainaSipilä and @RSchweighart do you have any recommendations for @Santi25?
Thank you,
Pam
Hi @Santi25,
HubSpot has some useful reports already created you can leverage.
Access reports via old navigation:
Access report via new navigation:
This report may get you what you’re after. Navigate to this report using the sidebar on the left.
Click around to see if a report already exists for the data you want. If not, please follow up here, and we can work to build a custom report.
Best,
Ryan Schweighart
Whole Hart Impact, LLC
I help businesses with HubSpot and Zapier.