We want to track how many first demos SDRs book each week.
We want to see how many demos a sales reps book each week as well as how many demos were completed each week. How can we run this report?
We have created a custom property ‘first demo booked date’ which refers to the day the demo is booked FOR i.e., if I speak to a prospect and they decide that they want to book a demo for the 3rd March, then the first demo booked date will be 3rd. I want to also see that the date the meeting was booked was today (29th Feb). Please let me know how to fix this problem.
If you store this information as a contact property, it’s not quite accurate as - theoretically - there might be more than one demo or attempt to do a demo per contact.
However, HubSpot automatically tracks who creates a demo activity and who it is assigned to, as part of the activity property “Activity created by” and “Activity assigned to”. So as long as you make sure that the demos are created and assigned to the correct users (see for example here: Schedule a meeting on a record), this should be correct.
You could then create a single object report or a report in the custom report builder with the data source meetings / activities and visualize which HubSpot users create meetings, which ones actually run them and what meeting outcomes are, if they are maintained: Create custom call and meeting outcomes