Yes, this can be achieved with the Custom Report Builder (Menu > Reports > Reports > Create custom report).
1. Select deals as the data source, set the report filters for Deal stage is any of Closed won and display Count of Deals by Close date and Deal owner. (Drag and drop these fields into the empty slots in the Configure tab.)
2. Select sales activities as data source, filter for Activity type (pick one from calls, meetings, emails) and display Count of Activities by Activity Date and Activity assigned to.
For both, you would pick a bar chart visualization.
Let me know if you get stuck at any stage and if so, where. Happy to assist further.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Yes, this can be achieved with the Custom Report Builder (Menu > Reports > Reports > Create custom report).
1. Select deals as the data source, set the report filters for Deal stage is any of Closed won and display Count of Deals by Close date and Deal owner. (Drag and drop these fields into the empty slots in the Configure tab.)
2. Select sales activities as data source, filter for Activity type (pick one from calls, meetings, emails) and display Count of Activities by Activity Date and Activity assigned to.
For both, you would pick a bar chart visualization.
Let me know if you get stuck at any stage and if so, where. Happy to assist further.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer