SDR Activity Reports

HubSpotMaster
Key Advisor | Platinum Partner

Was attempting to create some activity reports and was looking for support on how/if these are do-able with HubSpot reporting today:

 

  1. # of Calls to Connect -  From the create date until a call is dispositioned as "Connected" report the #. 
  2. # of Calls till a Meeting is Booked -  From the create date until a meeting is scheduled with the contact
  3. Average time to engage new leads - Time from New lead until status changes to working or activity is logged. 
  4. Appointments Set per Day - How does the canned report for appointments set work, is it any time a rep creates an appointment on their calendar it's counted?

 

I believe I need to look outside the system to create some workarounds to additional details but wanted to confirm before heading down this path. 

 

Thanks,

Adam

4 Replies 4
jennysowyrda
Community Manager

HI @HubSpotMaster,

 

Do you have the reporting add on with your HubSpot subscription? 

 

Any screenshots you can provide would be great!

 

@adeelfaisal@PatrickEng@SalesIsScience do you have any thoughts on how @HubSpotMaster can work towards achieving these reports in HubSpot? 

 

Thank you,
Jenny

0 Upvotes
adeelfaisal
Member | Platinum Partner

Thanks @jennysowyrda for connecting. 

 

Hi @HubSpotMaster 

 

Here is the response for your 4 points:
# of calls to connect and # of calls till a meeting is booked:

I've similar use cases from my clients but I couldn't find a straight forward solution so I'm testing some unusual ways with workflows as workflows have a lot of properties to be used.

Here is the glimpse of that if you can test:
1. Create a custom property of number field

2. Create multiple workflows with triggers like "Number of time contacted = 1" and so on

3. Use filters in those workflow triggers. 

4. Add action of Increase contact property value by 1

 

In this way, you can have a property value filled with your required data like "Number of calls to connect" or similar ones.

I'm also testing similar use cases and will update you as well in a few days. If you got some success, please do let me know. 

Average time to engage a new lead
Couldn't figure out within Sales Pro (Enterprise have calculated properties but I didn't test them. 

I think external solutions like Zapier with Google Sheet can works. 

 

Appointments sets per day

I believe you can have it in custom activities report as I've built a similar thing for a client in the past without using any external tool. 

 

Disclaimer: I've not tested exact use cases and just sharing my limited experience and understanding. 

If it works, please do let me know. 

 

Thanks

 

Adeel Faisal
 
LyndaVigor
Participant

I also am desperate for these  - it seems insane that we use HubSpot for the SDR workflow but have to use Excel for tracking efficacy!

  1. # of Calls to Connect -  From the create date until a call is dispositioned as "Connected" report the #. 
  2. # of Calls till a Meeting is Booked -  From the create date until a meeting is scheduled with the contact
  3. Average time to engage new leads - Time from New lead until status changes to working or activity is logged. 
  4. Appointments Set per Day - How does the canned report for appointments set work, is it any time a rep creates an appointment on their calendar it's counted?

The Last one Appointments - reported on per day/week/month  -  we have all different kinds of appointments and cannot report on ALL of them. it seems that HubSpot only reports on the LAST appointment booked  - even if multiple appointments were booked during the reporting period.. each contact only counts the last appointment ( so 1 even though there may be many) - and the type is recorded based on the LAST appointment type....  For example:  in a month a client could have had 5 appointments with SDR and Demo and Coach -  but only the last appointment will show on the report... so frustrating we HAVE to stay with Acuity Scheduling on top of our Sales/Service/Marketing subscription to Hubspot.

NicoRlk
Participant

Hello,

I had the similar issue regarding Appointments Set per Day.

You actually can't on HS set up a meeting on behalf of someone else. So when my SDR set up meetings, they do it through a dedicated meeting calendar.

Consequence is you can't measure the number of appointments.

Here is the solution I found :

- Our SDR create the contact in HS prior to contact him / her

- When our SDR book a meeting, he creates an opportunity

- The contact type becomes "opportunity"

- I created a dasboard measuring how many Contact type "Opportunity" are created by the SDR on a weekly basis.

 

Not ideal, but I haven't find a better way so far.

 

0 Upvotes