Dashboards & Reporting

jrtbv
Contributor

Raport calculating number of meetings held withing the pipeline deals.

SOLVE

How to create a report that will check how many meetings are scheduled and how many have taken place? 

1 Accepted solution
jolle
Solution
Recognized Expert | Partner
Recognized Expert | Partner

Raport calculating number of meetings held withing the pipeline deals.

SOLVE

Hey @jrtbv, thanks for reaching out!

 

There are a bunch of default HubSpot reports around meetings that should help you get what you're after. If you head to Reports > Reports > Create report > Data sources and type Meetings into the search bar, you'll be able to check the box and see the meetings reports HubSpot has already made for you:

 

Screen Shot 2023-02-06 at 11.00.21 PM.png

 

You'll be able to see total meetings booked, meetings by rep, and more. Hope this helps!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature

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1 Reply 1
jolle
Solution
Recognized Expert | Partner
Recognized Expert | Partner

Raport calculating number of meetings held withing the pipeline deals.

SOLVE

Hey @jrtbv, thanks for reaching out!

 

There are a bunch of default HubSpot reports around meetings that should help you get what you're after. If you head to Reports > Reports > Create report > Data sources and type Meetings into the search bar, you'll be able to check the box and see the meetings reports HubSpot has already made for you:

 

Screen Shot 2023-02-06 at 11.00.21 PM.png

 

You'll be able to see total meetings booked, meetings by rep, and more. Hope this helps!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature