Dashboards & Reporting

AManess
Participant

Creating reports on supplemental goals (meetings and calls)

SOLVE

Is there anyway to create a report on supplemental goals (meetings and calls)? We are able to set the goals, but not create a report that includes the quote.

 

Thank you,

Angela

0 Upvotes
1 Accepted solution
himanshurauthan
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Creating reports on supplemental goals (meetings and calls)

SOLVE

Hello @AManess,

 

Yes, we can create reports on the basis of calls and quotes through the Custom Report builder under Reporting Section.

 

image (2).png

 

For the meeting, you can use the date filter of the last meeting booked in meeting tools in the HubSpot.

 

Also, if two meeting links are created with different titles then we could use the 'meeting title contains' filter to show the meetings booked per link. 

 

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology

View solution in original post

2 Replies 2
himanshurauthan
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Creating reports on supplemental goals (meetings and calls)

SOLVE

Hello @AManess,

 

Yes, we can create reports on the basis of calls and quotes through the Custom Report builder under Reporting Section.

 

image (2).png

 

For the meeting, you can use the date filter of the last meeting booked in meeting tools in the HubSpot.

 

Also, if two meeting links are created with different titles then we could use the 'meeting title contains' filter to show the meetings booked per link. 

 

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology
TiphaineCuisset
Community Manager
Community Manager

Creating reports on supplemental goals (meetings and calls)

SOLVE

Hi @AManess 

 

Thank you for reaching out!

 

I want to tag some of our experts here - @Josh  @Dan1 @StjepanGrcic do you have any thought for @AManess on this? 

 

Thank you!

Best

Tiphaine


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !