Tracking Meetings

[JPither]

I'm looking to track and report on the number of meetings logged/scheduled by members of my team. I'm aware this bit is simple enough.

However, what we're looking to do is have it so that if a member of my team attends a single meeting with two different key stakeholders, that this counts as two meetings instead of one. I know that we're able to associate multiple contacts to a single meeting, and that this meeting will show up on their contact page.

Is there a way to report on these meetings so that one single meeting is tracked as two (or more) depending on the number of attendees? We're looking to do this preferably without having to log separate meetings for the different attendees.

We tried visualising the Count of contacts, instead of the Count of meetings, by Activity date. But this meant that contacts were only counted once, even if they had more than one meeting in the time period.

What we want is to track how many times all contacts are met e.g. If i log a meeting and associate it to two client contacts, this meeting needs to be recorded as two meetings, and if I meet those same two contacts one month later, this is another two meetings that need to be recorded seperately.

Thanks!

[Wesimplifi_]

Hi @JPither 
You can use the custom report builder in HubSpot to build a report that counts meetings per contact, rather than per meeting record. All you need to do is go to Reports > Create Report > Custom Report Builder, and choose Contacts and Meetings as your data sources. From there, use Contact ID or Contact Name as your main dimension and count the Meeting ID as your metric. This will count every instance where a meeting is linked to a contact meaning one meeting associated with two people will now show up as two contact interactions in the report.

You can further filter or group the data by date, rep, or meeting type, depending on what you're tracking. It's a bit of a shift in thinking from counting meetings to counting contact touches but it gives a much clearer picture of how many stakeholder interactions are actually happening. 

[JPither]

Hi there,

This doesn't quite work exactly as we'd like. It does show the names/record IDs of the contacts we've met, and it does accurately repeat them if more than one person is associated to the meeting. However, it doesn't give us the # count that we're after. If we add in a distinct count column, it only counts the number of contacts without counting those contacts who appear more than once. So if we meet seven people in seven meetings, but in our eighth meeting we meet two people (one person we've already met + one new person), it only counts the new person and not the repeated person we've already met. 

Does that make sense? We'd really like to have a raw # count 

[Jaycee_Lewis]

Hi, @JPither 👋 Thanks for your question! To clarify, you are asking to track meetings based on the number of attendees rather than the meeting count itself? Stakeholder interactions vs. just the number of calendar events?

I don't have a solution, but I do have more questions which can help our community members to assist you:

• What HubSpot products and subscriptions do you have?
• Have you already tried any approaches using custom properties, objects, and workflows? 

Thanks for the additional information! — Jaycee