💬 RevOps Discussions

Drishtii_
Participant

Reporting on sales first response time

SOLVE

Hi!

How do you guys pull reports on first response times to new leads assigned to Sales reps? 

 

Ideally, I would want to be able to record the time difference between the lead getting assigned to a rep and the first sales activity (call, email, meeting booked, etc.). 

 

I know that Hubspot does not record this time currently, but I am wondering if I can: 

1. Create a custom property to record the timestamp of the first sales activity

2. Create another calculated custom property to check the time between Owner assigned date and first sales recorded activity (from 1 above)

 

Does this make sense? Or is there an easier way to approach this?

 

Looking forward to hearing from you guys. 

 

- Drishtii

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Reporting on sales first response time

SOLVE

Hi @Drishtii_

 

HubSpot actually has an out of the box report for this in the Sales Analytics tool (available in Sales Hub Professional and Enterprise). Navigate to Reports > Analytics Tools > Sales Analytics > Coach Reps & Teams > Lead response time. This is the definition of response time:

 

Average time to engage contact: The average amount of time it takes a rep to start an activity with a contact. Time begins from when the contact is assigned. All time is included in this calculation for example weekends and non-working hours. Qualifying activities include calls, emails, chats, tasks or meetings.

 

Without Sales Hub Professional you could indeed work with calculated properties. Your first date of reference could be the create date or the date when a contact is assigned to a sales rep (custom date property 1). The date first outreach would have to be date stamped in another workflow, enrolling contacts when Last contacted is known (custom date property 2). You could then calculate the the time between these dates but it wouldn't be more detailed than days.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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10 Replies 10
glencornell
HubSpot Product Team
HubSpot Product Team

Reporting on sales first response time

SOLVE

The functionality of this report is now in the reporting library, and a new 'Sales email average first response time by rep' report is now included to show this data broken down by users!

tylerjeastman
Member

Reporting on sales first response time

SOLVE

Is there a way to see response time by rep over time? I would like to see if reps are improving their response time at a glance.

 

DTadd1
Participant

Reporting on sales first response time

SOLVE

Is there a way to make this work with custom users? I'd like to track lead response time for my SDR's (when leads are brand new) and then with my AE's (when they are handed off). 

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Reporting on sales first response time

SOLVE

Hi @Drishtii_

 

HubSpot actually has an out of the box report for this in the Sales Analytics tool (available in Sales Hub Professional and Enterprise). Navigate to Reports > Analytics Tools > Sales Analytics > Coach Reps & Teams > Lead response time. This is the definition of response time:

 

Average time to engage contact: The average amount of time it takes a rep to start an activity with a contact. Time begins from when the contact is assigned. All time is included in this calculation for example weekends and non-working hours. Qualifying activities include calls, emails, chats, tasks or meetings.

 

Without Sales Hub Professional you could indeed work with calculated properties. Your first date of reference could be the create date or the date when a contact is assigned to a sales rep (custom date property 1). The date first outreach would have to be date stamped in another workflow, enrolling contacts when Last contacted is known (custom date property 2). You could then calculate the the time between these dates but it wouldn't be more detailed than days.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

BennyP
Participant

Reporting on sales first response time

SOLVE

Hi, this is awesome!

The existing report in the sales analytics isn't much use for me since we don't use the contact assigned date. In other words, I was more interested in seeing the average response time for demo inbounds.

I used your second option (creating a workflow) and it worked 🙂 More specifically, I had to first create a workflow to timestamp a "First Contact" and then I created a calculated property which would find the timebetween the a) Timestamp for Demo Submission b) Timestamp for First Contact (which is the one I just created) 

 

Many many thanks 🙂 

TJohnson22
Member

Reporting on sales first response time

SOLVE

BennyP, for the workflow, what did you designate as the trigger? Call outcome? I am trying to determine how to pull the FIRST call on the contact. 

0 Upvotes
DBloom
Member

Reporting on sales first response time

SOLVE

Hi! Is there a way to exclude weekends and non-working hours from this report?

BSherwood
Participant

Reporting on sales first response time

SOLVE

i also need this

 

0 Upvotes
tylerjeastman
Member

Reporting on sales first response time

SOLVE
I need this too
Drishtii_
Participant

Reporting on sales first response time

SOLVE

Thank you! This is extremely helpful.

0 Upvotes