Dashboards & Reporting

mmetros
Participante

Reporting on Call Dispositions

resolver

We are using the Sales CRM application of hubspot and want to create many similar reports to what is available in Outreach.io. 

 

One feature that Outreach.io offers is reporting on contact dispositions. This is basically just a field that the Sales team has to fill before they can complete the task that gives a picklist of options for how the call went.

0 Avaliação positiva
1 Solução aceita
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Reporting on Call Dispositions

resolver

Hi @mmetros,

 

Generally it sounds like what you're looking for are call outcomes. When you log a call, you can select an outcome afterwards:

 

karstenkoehler_0-1638814980028.png

 

In the report library of HubSpot (Menu > Reports > Reports > Report library) you should find a report "Call outcome totals by rep" (copy and paste the name in the search bar).

 

karstenkoehler_1-1638815030236.png

 

With a Sales Hub Professional subscription, you could create additional custom reports, should the default report not be sufficient.

 

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.

Exibir solução no post original

1 Resposta 1
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Reporting on Call Dispositions

resolver

Hi @mmetros,

 

Generally it sounds like what you're looking for are call outcomes. When you log a call, you can select an outcome afterwards:

 

karstenkoehler_0-1638814980028.png

 

In the report library of HubSpot (Menu > Reports > Reports > Report library) you should find a report "Call outcome totals by rep" (copy and paste the name in the search bar).

 

karstenkoehler_1-1638815030236.png

 

With a Sales Hub Professional subscription, you could create additional custom reports, should the default report not be sufficient.

 

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.