Dashboards & Reporting

SCohen5
Member

Number of meetings with company

SOLVE

I am trying to identify how much meetings each comapny had with us.

i.e We are trying to identify how much meetings does a company has with us during the first 30 days since a deal has been created.

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1 Accepted solution
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Number of meetings with company

SOLVE

@SCohen5 if you build a HubSpot Custom Report with Companies as the primary data source, then add Deals, and Sales Activities, you can break down Companies where associated Deals "is known," while filtering by meeting outcome = completed. I did this and saw success. 

 

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/

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1 Reply 1
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Number of meetings with company

SOLVE

@SCohen5 if you build a HubSpot Custom Report with Companies as the primary data source, then add Deals, and Sales Activities, you can break down Companies where associated Deals "is known," while filtering by meeting outcome = completed. I did this and saw success. 

 

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/