Dashboards & Reporting

Andy_pmi
Member

Problems tracking meeting outcomes

SOLVE

Hi everyone,
I'm trying to create a report in which I see the meeting start date on the horizontal axis and the count of the different outcomes on the vertical axis. The idea is to see how many meetings were completed, rescheduled, canceled, etc.
The guys that are scheduling the meetings are using the German interface in Hubspot and I'm using the English interface. For them the options for the meeting outcomes are therefore displayed in German (e.g. "Stattgefunden") and for me in English (e.g. "Completed"). The thing is that in the report that I'm creating there are zero meetings displayed as completed, which is not true. In fact there should be more than 50 being displayed as completed. All the meetings that have been completed have the outcome indicated in German "Stattgefunden". Obviously the reporting tool is ignoring these meeting outcomes, because it does not say "Completed". How can I fix this?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Problems tracking meeting outcomes

SOLVE

Hi @Andy_pmi,

 

Have you checked whether "Stattgefunden" is a meeting outcome that is separate from "Completed"? https://knowledge.hubspot.com/calling/create-custom-call-and-meeting-outcomes

 

While I can't rule out that this is a bug, HubSpot typically does not consider language versions of the same property value/ID as separate or distinct and this shouldn't affect your report. I would assume that maybe someone in the past has created a custom outcome for "Stattgefunden".

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
Andy_pmi
Member

Problems tracking meeting outcomes

SOLVE

Hi Karsten,
Thank you for your reply. As a matter of fact, the guys had created their own meeting outcom called "Stattgefunden" and that is why my report was not tracking them.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Problems tracking meeting outcomes

SOLVE

Hi @Andy_pmi,

 

Have you checked whether "Stattgefunden" is a meeting outcome that is separate from "Completed"? https://knowledge.hubspot.com/calling/create-custom-call-and-meeting-outcomes

 

While I can't rule out that this is a bug, HubSpot typically does not consider language versions of the same property value/ID as separate or distinct and this shouldn't affect your report. I would assume that maybe someone in the past has created a custom outcome for "Stattgefunden".

 

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 Upvotes