Dashboards & Reporting

ThimBaroudel
Participant

Is it possible to track meeting conversions directly in Hubspot ?

ThimBaroudel_0-1675778708700.png

Hello, 

 

I'm trying to analyze my meetings data in order to improve what could be improved. 

To do that, I need to know more information about my meetings. 

I would like to get the same datas I got from the "meetings" tab : 

- Number of views

- Number of meetings booked

- Rate conversion 

 

But, with a date filter (I want to know if conversion changed on the past months). 

 

Does anyone have an idea on how to do it ? 

2 Replies 2
danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Is it possible to track meeting conversions directly in Hubspot ?

@ThimBaroudel I haven't built this exact report, but here's where I'd start: In Reports > Analytics Tools, then Sales Analytics, there's a "meeting outcomes" report that allows you to play with filters. I'd start there to see if that tels you what you want. After that, I'd look at Custom Reports and start with Activities as the primary data source. Those are my two paths to figure it out. 

 

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/
ThimBaroudel
Participant

Is it possible to track meeting conversions directly in Hubspot ?

Thank you for your detailled answer. 

Unfortunately, it does not answer my problem : 

With these two paths, I can't get data from a specific link and I don't have access to information such as number of views and the conversion rate.