Dashboards & Reporting

Santi25
Participant

Leads assign by agents vs actioned

SOLVE

I am trying to build a report that shows Leads assigned by agents vs actioned (activities) per day, week, and month, is that possible? The goal is to understand how many deals are "actioned" every day, week, and month per SR. Thanks!

0 Upvotes
1 Accepted solution
RSchweighart
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Leads assign by agents vs actioned

SOLVE

Hi @Santi25,

 

HubSpot has some useful reports already created you can leverage. 

 

Access reports via old navigation:

RSchweighart_1-1712612427378.png

 

Access report via new navigation:

RSchweighart_2-1712612509732.png

 

This report may get you what you're after. Navigate to this report using the sidebar on the left.

RSchweighart_0-1712612279430.png

 

Click around to see if a report already exists for the data you want. If not, please follow up here, and we can work to build a custom report.

 

Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier. 

 

View solution in original post

0 Upvotes
2 Replies 2
RSchweighart
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Leads assign by agents vs actioned

SOLVE

Hi @Santi25,

 

HubSpot has some useful reports already created you can leverage. 

 

Access reports via old navigation:

RSchweighart_1-1712612427378.png

 

Access report via new navigation:

RSchweighart_2-1712612509732.png

 

This report may get you what you're after. Navigate to this report using the sidebar on the left.

RSchweighart_0-1712612279430.png

 

Click around to see if a report already exists for the data you want. If not, please follow up here, and we can work to build a custom report.

 

Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier. 

 

0 Upvotes
PamCotton
Community Manager
Community Manager

Leads assign by agents vs actioned

SOLVE

Hey @Santi25, thank you for posting in our Community!

 

You can use our reports to track leads assigned and actioned, allowing you to analyze this data over different time periods such as per day, week, and month.

I want to invite our top experts @TainaSipilä and @RSchweighart do you have any recommendations for @Santi25?

 

Thank you,

Pam

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0 Upvotes