Dashboards & Reporting

THuber
Member

Template usage by salesrep

SOLVE

We are looking to build a report that shows a specific template usage by salesrep.  Would love it to look like the Rep Activity Leaderboard in my dashboard but just focused on a specific template.

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

Template usage by salesrep

SOLVE

Hi @THuber,

 

There is a "Template usage totals by rep" standard report in the report library. Navigate to Menu > Reports > Reports > Report library > select Templates in the left sidebar. It should be the last one. Is that report providing you with the information you're looking for?

 

(Unfortunately, these reports can be edited or further filtered. It's also not possible to create custom template reports.)

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Template usage by salesrep

SOLVE

Hi @THuber,

 

There is a "Template usage totals by rep" standard report in the report library. Navigate to Menu > Reports > Reports > Report library > select Templates in the left sidebar. It should be the last one. Is that report providing you with the information you're looking for?

 

(Unfortunately, these reports can be edited or further filtered. It's also not possible to create custom template reports.)

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.