Dashboards & Reporting

rikkilear
Colaborador líder | Partner nivel Elite
Colaborador líder | Partner nivel Elite

Notification / report for sales rep activity (adding new companies to CRM)

resolver

Hey community,


I have a client (Sales Director) who is looking to be notified when a team member (Sales Rep) doesn't do a specific task. In this instance, the sales team is asked to add X number of new companies per day to the CRM each. 


Is there a report or email notification via a workflow that would give this insight? Eg yesterday Y sales rep didn't load the X number of companies into the CRM.

 

I've seen in Enterprise it can target / quota Deal numbers but I don't think that quite right plus they are on Pro. We have a system external to HubSpot which we can do this in but are looking to do from HubSpot ideally for this client.

 

Any ideas?



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1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Notification / report for sales rep activity (adding new companies to CRM)

resolver

Hi @rikkilear,

 

This can be partly achieved with a custom single object company report. This would be the chart configuration:

 

companies.png

 

This report could go onto a dashboard which could be delivered to the inbox of the stakeholders: https://knowledge.hubspot.com/dashboard/can-i-email-my-marketing-dashboard-to-my-colleagues

 

Unfortunately, it's not possible to set a goals for companies created. (For an overview of available goals, this knowledge base article is a great resource.) Someone would have to look at the report and check if the quota was met or not.

 

Hope this helps!

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

Beratungstermin mit Karsten vereinbaren

 

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2 Respuestas 2
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Notification / report for sales rep activity (adding new companies to CRM)

resolver

Hi @rikkilear,

 

This can be partly achieved with a custom single object company report. This would be the chart configuration:

 

companies.png

 

This report could go onto a dashboard which could be delivered to the inbox of the stakeholders: https://knowledge.hubspot.com/dashboard/can-i-email-my-marketing-dashboard-to-my-colleagues

 

Unfortunately, it's not possible to set a goals for companies created. (For an overview of available goals, this knowledge base article is a great resource.) Someone would have to look at the report and check if the quota was met or not.

 

Hope this helps!

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.

rikkilear
Colaborador líder | Partner nivel Elite
Colaborador líder | Partner nivel Elite

Notification / report for sales rep activity (adding new companies to CRM)

resolver
Thanks Karsten, that makes sense. That kinda like the solution I had but wanted to sense check I wasn't missing a way to notify via workflow.


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Full HubSpot agency: https://www.digital22.com/


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