I work on and manage a sales team, using HubSpot as our CRM. We are tracking call volume on a weekly basis, with a weekly goal of calls. I have a table tracking call volume in a dashboard. However, the value shown in the table is not updated regularly, it seems like it updates a couple times per day. It would be more useful to have a report that is closer to ‘real time’ in order to maximize productivity.
Additionally, when I click the call number on the chart, it’s different and I’m not sure why. For example if the chart shows 210, and I click on the number to see the breakdown of calls, that shows 247 rows.