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Dashboards & Reporting

Im Forum Dashboards & Reporting nach Lösungen suchen oder eine Frage stellen

CWVader on Januar 18, 2024

Create report: Call to existing and new companies

Hi, I want to create a report that showes the difference between calls made to companies/contact that are just added to our HubSpot (no activity before) and call to already excisting companies/contacts (had at least 1 call or before). This to filter Beitrag ansehen

Antworten Calling Sales

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2 Antworten

BérangèreL

Community-Manager/-in

Januar 25, 2024 11:00

Hi @CWVader , I hope that you are well! Do you still need help with this? Or are you all set? Thanks and have a great evening! Best, Bérangère ...Beitrag ansehen

chloey on Juni 05, 2023

Reporting on follow up calls

Hey everyone! I am trying to create a report which will let me know how many follow up calls each rep makes. Some of our leads are recycled, so I need a way which will differentiate a follow up calls (e.g. they called the contact back with Beitrag ansehen

Antworten Calling Contacts Custom Objects Dashboards How-To Knowledge Base Reports Sales

1 Likes

1 Antwort

jolle

Trendsetter/-in | Partner

Juni 05, 2023 08:45

Hey @chloey , thanks for reaching out! This is a great question. The easiest way to report on different call types would be to customize your ...Beitrag ansehen

AKemple on März 27, 2023

Report to Track Sales Rep's Most Recent Call

Does anyone know of a way to make a report that will quickly show me the time of each designated rep's last call (i.e. Rep X called a contact at 4:43pm CDT)? We have noticed a few of our reps often stop calling before the end of the day and would li Beitrag ansehen

Antworten Analytics Tools Calling Enterprise Reports

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2 Antworten

MartinK

Mitwirkender/Mitwirkende

September 14, 2023 09:57

Hi @AKemple , Im afraid you've run into one of the major short commings of current Hubspot. Determining the time of last call is not possible witho...Beitrag ansehen

Gelöst

DLeBlanc on März 10, 2022

Report: AVG Number of Calls before a Connected Call

Hi Hubspot fam! I'm looking to build a report that measures the AVG number of calls it takes to get the customer on the phone. Having major blockers. Does anyone know a genius workaround?

Antworten Analytics Tools Calling Reports Sales Workaround

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8 Antworten

Accepted Solution

jforte

Stratege/Strategin

August 24, 2023 12:10

Hey @jlgrvv ! Now Hubspot solved that problem to us 🙂 With "event occurs" triggers we don't need to use properties as last contacted ...Beitrag ansehen

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