CRM

CGrünberg
Participant

Graph of meetings attended

Hi,

As far as I know, we currently have the possibility of creating a graph of meetings booked. However, we want to see a graph of meetings attended (no matter if the sales person created the meeting or simply attended it). 

 

I know this is possible in the new API version, however as the Datawarehouse HubSpot Power BI integration has not yet updated to this new version, I want to know if it is possible to make this graph in HubSpot.

 

Thanks,

Christian

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2 Replies 2
Bryantworks
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Graph of meetings attended

Hey Christian,

 

By meetings attended, you just mean with a outcome of "Completed" right?  If so, you can make a report off of that by using the Outcome as a filter inside of HubSpot.  

Chris Bryant | Your Dedicated HubSpot Expert
CGrünberg
Participant

Graph of meetings attended

Hi Chris, thanks for your reply!

 

I am not sure if that is what I mean.

 

Currently in our setup, our meetings held report shows only meetings if the sales person created the meeting. Say we have two sales people, A and B. If A creates the meeting but B also attends, I want the meeting to count as a held meeting for both A and B - currently it only counts for sales person A.