Weekly Employee Activity

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi all

Very new to hubspot. Learning bit by bit. We’re seeing some of the team adopt and warm to hubspot. Others note. We’d like to monitor progress/utilisation. As such, is there a way to automate, for example, by way of a weekly email, our own employee acitivity levels on Hubspot?

Or Team activity summaries available?

I can see total completed activities etc in Sales Analytics but how do I get this send out automatically?

Thank you

2

Hi @NHarrison1,

You can save these reports to a dashboard and have them sent to you via a recurring dashboard email: Share or export reports and dashboards

Let me know if you have any follow-up questions!

3

Thank you