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Opportunities without Appointments Report

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Regular Contributor
How can I create a report that lists opportunities without appointments?
4 Accepted solutions

Accepted Solutions
Community Thought Leader

hubspot-crm-contact-opportunities-last-meeting-unknown.png

 

 

 

Best,
Frank

Remote  B2B Digital Marketing Manager


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MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

HubSpot Smart Pages

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Regular Contributor

This is what I was needing, thank you!

 

I was hoping to filter the results to just the contacts where the Last Meeting was <Today.  However, yesterday when I used the 'today' filter, the date of 12/9 was entered.  Today, the date is still 12/9.  

 

Perhaps there will be some way to use a period (like today, this month, last month, etc) as a filter someday.

 

Thanks!

Hubspot Saved Filter Snip.PNG

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Community Thought Leader

Yea ... 'today' is actually a datepicker option (not a filter per se).

If you're using HubSpot Marketing Pro you can achieve your desired results using the lists tool which supports rolling dates (i.e., "<1 Days Ago").

HubSpot Smart Pages

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Community Thought Leader

Sorta. Basically, that list will only show contacts ...

- associated with a company whose Lifecycle Stage is known

- AND who are associated with open deals

- AND for whom the 'Last Meeting Booked' date is '<1 Days Ago'

 

Just be aware, that future meeting booking dates also qualify as '<1 Days Ago'!

 

Once you tweak your list criteria the way you like, you can use that list membership as criteria for a view filter. Nice.

 

Have a great weekend.

HubSpot Smart Pages

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6 Replies
Community Thought Leader

hubspot-crm-contact-opportunities-last-meeting-unknown.png

 

 

 

Best,
Frank

Remote  B2B Digital Marketing Manager


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

HubSpot Smart Pages

hubspot-solutions-signature-pricing-options-v01.png

Reply
0 Upvotes
Regular Contributor

This is what I was needing, thank you!

 

I was hoping to filter the results to just the contacts where the Last Meeting was <Today.  However, yesterday when I used the 'today' filter, the date of 12/9 was entered.  Today, the date is still 12/9.  

 

Perhaps there will be some way to use a period (like today, this month, last month, etc) as a filter someday.

 

Thanks!

Hubspot Saved Filter Snip.PNG

Reply
0 Upvotes
Community Thought Leader

Yea ... 'today' is actually a datepicker option (not a filter per se).

If you're using HubSpot Marketing Pro you can achieve your desired results using the lists tool which supports rolling dates (i.e., "<1 Days Ago").

HubSpot Smart Pages

hubspot-solutions-signature-pricing-options-v01.png

Reply
0 Upvotes
Regular Contributor

I think this will provide a list of opportunities without appointments.  Thanks!

Hubspot Saved Filter on List Snip.PNG

 

 

Reply
0 Upvotes
Community Thought Leader

Sorta. Basically, that list will only show contacts ...

- associated with a company whose Lifecycle Stage is known

- AND who are associated with open deals

- AND for whom the 'Last Meeting Booked' date is '<1 Days Ago'

 

Just be aware, that future meeting booking dates also qualify as '<1 Days Ago'!

 

Once you tweak your list criteria the way you like, you can use that list membership as criteria for a view filter. Nice.

 

Have a great weekend.

HubSpot Smart Pages

hubspot-solutions-signature-pricing-options-v01.png

Esteemed Contributor
Can’t answer your question but like to chime in. I‘d like to have a report that shows the deals that pretend to be in the contract negotiation phase but there hasn’t been an evaluation/POC for the product they shall buy from us.
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