Dashboards & Reporting

KSchätz
Member

Lead Response Time with Sales Analytics, Meeting & Follow-up email

SOLVE

Dear community, 

I would like to build a report on the time that has passed between a scheduled meeting and its follow-up Email by AE. 

For that I have used the Lead Response Report in Sales Analytics, however I still would have to :
- filter for "First type of Engagement" (which is a column in my data set, but not available as filter?)
-  i presume weekends are not yet excludable?

My choice of filters in this tool seems more restricted than in the customized reports, can anyone help me with this? any workarounds?

Thanks in advance

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Lead Response Time with Sales Analytics, Meeting & Follow-up email

SOLVE

Hi @KSchätz,

 

On the upper right of the lead response time report, you should be able to click Edit in builder:

 

karstenkoehler_0-1636367149106.png

 

This is where you could filter for your First type of engagement property.

 

And correct, there isn't an option to exclude weekends yet. I'd agree that this would be useful, you could request it in the HubSpot Ideas section of the community.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Lead Response Time with Sales Analytics, Meeting & Follow-up email

SOLVE

Hi @KSchätz,

 

On the upper right of the lead response time report, you should be able to click Edit in builder:

 

karstenkoehler_0-1636367149106.png

 

This is where you could filter for your First type of engagement property.

 

And correct, there isn't an option to exclude weekends yet. I'd agree that this would be useful, you could request it in the HubSpot Ideas section of the community.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes