Hi community,
I’d like to set up a report (or funnel?) that easily shows me the amount of contacts that have went from my custom “Meeting Booked” call outcome, to going on to attending my meeting and eventually whether or not a contract is signed in the end.
Is there an easy way to do this? We have a couple BDRs on the team and I want each to be able to see which, and how many, contacts have gone from a call to eventually signing a contract.
Many thanks!
Hey @KHong5 thank you for posting in our Community!
You can create a custom funnel report in HubSpot to track contacts from “Meeting Booked” to “Deal Closed.” Start by creating a funnel report using Contacts as the object, and set your stages to reflect the call outcome, meeting attendance, and contract signing. You can also filter the report by BDR to see individual performance. This will give your team a clear view of how contacts progress from calls to deals.
To our top experts, @Brenner and @Jnix284 do you have any recommendations for @KHong5 matter?
Thank you,
Pam
Hey all,
Perfect, @PamCotton !!
@KHong5 ,I think you can fix it creating a contact list with all those conditions: “Meeting Booked call outcome”, and filter this report using your new list.
If you work with “lifecycle stage”, you can create a funnel easelly!
See you!
