Create a Report in "Sales Dashboard" that shows Activities over time per Sales Rep in a timeline vie
SOLVE
Dear all, I have the following challenge:
""•Create a Report in "Sales Dashboard" that shows Activities over time per Sales Rep in a timeline view (x-axis) like Deals closed over Time. It should allow to filter per Sales Rep to see total amount of activites per day, week, month, quarter – able to see multiple deal owners in stacked view when hovering over the bar or filtering for only 1 deal owner. ""
Normally it would be easy to do this over 4 dashboards (day, week, month, quarter), but does anyone have suggestions for combining all 4 in one view only?
If I was to use Tableau I could easily add dropdown menu in order to select Sales Rep or Timescale or Activity to drill down while having the 4 frequencies in one view, is something similar doable in Hubsport reports?
For clarity, my employer's Hubspot membership is Sales/Customer Service Hub Professional, which is much more limited than Operations Enterprise subscription.
To achieve this you need to create separate report for these time matrics: activites per day, week, month, quarter. And then add those separate report in single dashboard to have good view of all these reports. Thank you!
To achieve this you need to create separate report for these time matrics: activites per day, week, month, quarter. And then add those separate report in single dashboard to have good view of all these reports. Thank you!
Create a Report in "Sales Dashboard" that shows Activities over time per Sales Rep in a timeline vie
SOLVE
+1 for @deepikaverma's answer here @PMgoUrban. I haven't seen a report like you describe, with multiple frequencies, built in HubSpot. They'd be 4 separate reports in a dashboard, where time filters differ.
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Create a Report in "Sales Dashboard" that shows Activities over time per Sales Rep in a timeline vie
SOLVE
Hi, @PMgoUrban👋 Thanks for your question. The details and context are appreciated as well 😊 Hey, @deepikaverma@danmoyle@Josh, do you have any reporting suggestions you can share with? Or thoughts on ways you might approach building a similar report?