How to Calculate teams headcount and meetings per Rep (Even When Some Have Zero)

[NKolev]

Hey,

I'm trying to create a report that shows the total number of SDRs  across our teams in different cities (e.g., SDR-Rome, SDR-Milan) and calculate the average number of meetings booked and completed per rep. However, I've encountered a challenge:

When I build the report using the Custom Report Builder or Datasets, it only includes SDRs who have at least one meeting logged in the specified timeframe. This means that SDRs with zero meetings are excluded, leading to an inaccurate headcount and skewed average calculations.

My goal:

I want to include all SDRs in the report, regardless of whether they've logged any meetings, to accurately reflect the total team size and calculate averages appropriately.

Has anyone faced a similar issue? How can I configure a report or dataset in HubSpot to include users with zero activity?

Thank you!

[himanshurauthan · Accepted solution]

Hi @NKolev  

This is a common obstacle as far as HubSpot's reporting is concerned. By default, reports only include users that have some activity (like meetings logged). Here's a workaround that you can use to include SDRs with zero meetings, as well: 

You'll have to use a custom dataset with a left join between your SDR user list (or custom SDR team property) and the meetings object. 

Follow these steps:  

• Go to Datasets in HubSpot.

• Start with the Users or Team data as your primary source.

• Left join it with the Meetings object.

• Add fields like meeting count and filter by your desired timeframe.

• Use this dataset in your report, zero-activity SDRs will now be included.

I hope this will be helpful for you. Looking forward to your response on my suggestion.