Sales Activity Attribution Report - # of Activities Leading to Meetings

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi - I’m looking to build a report that can show me a few things, and am running into trouble with the custom report builder on making anything work. Wondering if others have tried to create or solve for the same problems and questions

1) I want to see how many sales touchpoints (any of email, linkedin message, linkedin connection, phone call) it takes for us to land an initial prospect meeting (I would like to see by individual contact)

2) Similarly - is there a way to easily report on the 1st sales touchpoint date? That way I could see how long on average it takes between first touchpoint and meeting booked

Thank you!

2

Hi @BLeung6

Thank you for reaching out to the Community!

I’d like to invite some community members who are subject matter experts in reporting, sales activities, and custom report builder to join this conversation.
Hi @karstenkoehler @PremKannan @himanshurauthan — hope you’re all having a great week! Have you built reports that track sales touchpoints to first meeting or first-touch timing at the contact level? Any guidance on how to approach this (or limitations to be aware of) would be greatly appreciated.

Best,
Victor

3

Hi @BLeung6,

HubSpot can count activities associated with a contact before a meeting, but it cannot natively filter activities “before the first meeting” in a single custom report without prep work.

Key requirement: All sales touches must be logged as HubSpot activities:

  • LinkedIn messages → Logged as Manual Email or Note
  • LinkedIn connections → Logged as Note
  • Calls → Call activity
  • Emails → Tracked/logged email

Use a “First Meeting Booked Date” + activity count snapshot

Step 1:

  • Create a Contact property
  • Create a Date property: First Sales Meeting Booked Date

Step 2: Workflow to populate it

  • Workflow trigger:

Meeting booked
AND “First Sales Meeting Booked Date is unknown”

  • Workflow action:

Set First Sales Meeting Booked Date = Meeting create date

→ This locks in the first-ever meeting.

Step 3: Custom report (Contact + Activities)

  • Primary object: Contacts
  • Secondary object: Activities

Filters:

  • Activity date is less than or equal to First Sales Meeting Booked Date
  • Activity type is any of:
    • Call
    • Email
    • Note (for LinkedIn)

• First Sales Meeting Booked Date is known

This gives you Number of sales touchpoints before the first meeting, by contact
(Answer framed with AI assistance.)