Every sales manager wants to be able to see the activity of their team by time of day. It allows viewing of activity clusters helping the manager identify times throughout the day when the sales person may be more effective and efficient. i.e. if someone does their activities in morning but afternoons aren’t productive it can be viewed and the sales person coached. It could also allow us to see when success happens, i.e. what are the % of calls connected at 2PM versus 10AM.
The data is in HubSpot today there is simply no mechanism to report on it.
Thank you,
Neal Ferguson
Hi @NFerguson,
This should be possible using the new custom report builder. When creating a custom report select Sales Activities to be added as one of the data sources.
Then when you’re in the report builder, search for Create Date. Ensure that you select the create date field for the activity, not for the object.
Once you’ve dragged the Activity Create Date into the report, select the down carrot to the right of it and use the Date Part dropdown to select Hour of Day.
And you’re done!
If this is helpful, please remember to Mark As Solution.
This is great but i want to show only a 2 hour window of the day.
We run power hours which is where we have a focussed 2 hour session to make calls. It is this 2 hour window that i want to create a report for.
I cannot find a way to only show a 2 hour window.
Is this possible?