Avg amount of meetings/calls after reaching a stage

[GFernandez34]

Hello!

We want to track how many follow up meetings/calls we are making after a lead reaches de stage "Demo performed".

The goal is to measure how many follow up meetings or calls we are having in average after performing a demo with a lead.

I tried using the funnel conversion report, but I feel it's not 100% accurate.

Do you have any suggestions on how to accomplish this?

[karstenkoehler · Accepted solution]

Hi @GFernandez34,

I don't think this is possible out of the box, I'm not aware of any default reporting features that could help here.

If you want to set this up, it would require custom number properties that update via workflow. After a contact reaches a stage, you would use a contact-based workflow to increate the property value of that custom number property whenever there is a call or meeting.

You could then report on this number property.

This would only work going forward, not historically / retroactively.

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

[GFernandez34]

Thanks @karstenkoehler ! definetly will try this.