Dashboards & Reporting

KSchätz
メンバー

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

解決

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

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

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

解決

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

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

解決

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 いいね!