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Solved
VRakitski on April 22, 2025
Hi there I'd like to create a custom report which shows the number of meetings that were booked using HS meeting links of different HS users (reps). Ideally the report should look like a bar chart, where each bar shows the number of meetings w read more
Accepted solution
Hall of Famer | Partner
April 22, 2025 09:09
Hi @VRakitski , Yes, under Menu > Reporting > Reports > Create report > Single object > Meetings, set up the below: ...read more
Solved
SBale on April 16, 2025
Is there a way to get this info from the meeting scheduler into a report that shows how many viewers are converting? Rather than having to go into scheduler..... want to be able to add to a dashboard. Thanks
Accepted solution
Hall of Famer | Partner
April 16, 2025 14:44
Hi @SBale , No, not directly. The closest workaround would be a customer journey analytics report that shows the conversion from form view to ...read more
Solved
DCrinnion1 on April 10, 2025
Hey All, Struggling to understand the best way to report on Meetings Booked for an SDR at my company. At the moment I report on if the meeting was created by their User ID. We had someone come through who booked a demo meeting on our website aft read more
0 upvote
3 Replies
Accepted solution
Contributor | Platinum Partner
April 10, 2025 08:30
Hi @DCrinnion1 Great question — and it’s one that comes up often when Sales and RevOps teams want to assign credit more accurately for meeting...read more
Solved
AGodfryd on February 20, 2025
How can I log and report on lead source for meetings? i.e if a meeting stemmed from an event, general prospecting, web lead, etc... I also want to log if any given meeting is an introduction, follow up, or propsoal review. Is there a place t read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
February 21, 2025 00:14
Hi @AGodfryd , At the moment, there is no such thing or option to create a custom meeting source field. This is something you would have to do...read more
Solved
Andy_pmi on February 17, 2025
Hi everyone, I'm trying to create a report in which I see the meeting start date on the horizontal axis and the count of the different outcomes on the vertical axis. The idea is to see how many meetings were completed, rescheduled, canceled, etc. Th read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 17, 2025 02:57
Hi @Andy_pmi , Have you checked whether "Stattgefunden" is a meeting outcome that is separate from "Completed"? https://knowledge.hubspot.com...read more
Solved
LFenton20 on December 03, 2024
We are trying to create a meetings booked report where the goal is a sloping trend line that increases as the quarter goes on. There is a template report for meetings booked vs goal but when I use this it only takes the goal from the previous fi read more
1 upvote
1 Reply
Accepted solution
Most Valuable Member | Gold Partner
December 03, 2024 08:35
Hi @LFenton20 Have you checked the report in the goal? It actually shows the current year in a standard way. Just click in the goal name and...read more
Solved
Its_andy on August 30, 2024
I am trying to create a report with every meeting by date and company associated with, but I am unable insert the duration property of the meeting. Now, I don't need the real time duration, I just need the one that was already set.
2 upvotes
4 Replies
Accepted solution
Contributor
September 01, 2024 20:43
Hi @Its_andy . I don't think this is a property that HubSpot allows you to create reports with. You only have access to Meeting Start & End tim...read more
Solved
KHong5 on August 20, 2024
Hi community, I'd like to set up a report (or funnel?) that easily shows me the amount of contacts that have went from my custom "Meeting Booked" call outcome, to going on to attending my meeting and eventually whether or not a contract is signe read more
Accepted solution
Recognized Expert
August 28, 2024 15:52
Hey all, Perfect, @PamCotton !! @KHong5 ,I think you can fix it creating a contact list with all those conditions: "Meeting Booked call...read more
Solved
Stefanie90 on July 30, 2024
Hey everybody, I´m looking for a way to get a deeper analytics for out meetinglinks e.g. for views, booked meetings and conversionrates. In the meeting overview I can see every meeting with all data (since starting the meeting link) for view, read more
1 upvote
4 Replies
Accepted solution
Key Advisor
July 30, 2024 08:57
@Stefanie90 As explained in this article this feature is in the BETA version right now : https://knowledge.hubspot.com/meetings-tool/ana...read more
Solved
MHermansen on July 15, 2024
Hi, I'm new to reporting in Hubspot. So far, have discovered how to set up a report to display meetings and filter them by: - created by ID/user - meeting type - creation date But, I cannot seem to find out how can the results be linked to t read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
July 16, 2024 00:36
Hi @MHermansen , This one's a bit unintuitive. To get the link, you need to do the following. Create a single object report Choose Act...read more
Solved
shipp on July 10, 2024
I want to create a report that shows how many meetings I've got with a specific meeting type. I want to plot on the y-axis the count of meetings, but that property doesn't exist, right? And also for the x-axis I need the activity date for the mee read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 10, 2024 05:16
Hi @shipp , This is possible, you just need to make sure that you're using the right data source. When creating a single-object report or a re...read more
Hildegaard on January 18, 2024
Hey Community, In my company we often have customer meetings together but only the person who sends the invitation is given the "credit" on the reports of executed and planned meetings Furthermore, I found out that if the customer sends you read more
2 upvotes
3 Replies
Most Valuable Member | Diamond Partner
January 19, 2024 08:31
Thanks for the tag @BérangèreL . I wish I had a use-case for an answer for you @Hildegaard , but we don't measure meetings in that way here at Impu...read more
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