Dashboards & Reporting

PMgoUrban
Colaborador

Create a Report in "Sales Dashboard" that shows Activities over time per Sales Rep in a timeline vie

resolver

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. 

 

 

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deepikaverma
Solución
Guía | Partner
Guía | Partner

Create a Report in "Sales Dashboard" that shows Activities over time per Sales Rep in a timeline vie

resolver

Hi @PMgoUrban ,

Happy to Help!

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!

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deepikaverma
Guía | Partner
Guía | Partner

Create a Report in "Sales Dashboard" that shows Activities over time per Sales Rep in a timeline vie

resolver

Hey @Jaycee_Lewis  Thanks for adding me to this query, always happy to help!

deepikaverma
Solución
Guía | Partner
Guía | Partner

Create a Report in "Sales Dashboard" that shows Activities over time per Sales Rep in a timeline vie

resolver

Hi @PMgoUrban ,

Happy to Help!

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!

danmoyle
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Create a Report in "Sales Dashboard" that shows Activities over time per Sales Rep in a timeline vie

resolver

+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. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
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Jaycee_Lewis
Administrador de la comunidad
Administrador de la comunidad

Create a Report in "Sales Dashboard" that shows Activities over time per Sales Rep in a timeline vie

resolver

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?

 

Thank you! — Jaycee

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Jaycee Lewis

Developer Community Manager

Community | HubSpot