Report on Meetings Booked

It would be good for a management view to report on the meetings booked by their sales team members and their outcomes similar to when you log a call you can log whther the call was connected, voicemail etc. there is no such function for a meeting to see if the meeting went ahead or not so management can't see the % meetings upheld etc. This would be vital for a sales team to see and help plan future meetings.

HubSpot updates
changed to: Delivered
2 weeks ago

May 8, 2020

@finn@JoshuaFeinberg 

If you'd like access to the beta, you can speak with your customer succes representative and ask for access to the 'Meetings outcomes' beta. This will allow you to include specific outcomes to a meeting, build new reports based on outcome, and trigger workflows.

 

We are in planning for https://community.hubspot.com/t5/HubSpot-Ideas/Admin-View-of-All-Users-Meeting-Links/idc-p/334392 and are making good progress. We plan to have a beta ready in the coming weeks. I'll update the post when that is ready!

 

Best,

Glen

changed to: In Beta
Apr 27, 2020

8 Replies
Advisor

+1 here. It's very hard to calculate the number of meetings held vs scheduled and no show rate which is critical for helping us forecast. It's a cumbersome workaround of adding properties and making a rep make extra clicks throughout their day to get this type of reporting today. 

Top Contributor

+1

HubSpot Product Team
HubSpot Product Team
updated to: In Beta
 
Top Contributor

@glencornell 

 

1) How can we participate in this beta?

2) What about this meeting idea? it has been in planning since 2017: when can we expect something? https://community.hubspot.com/t5/HubSpot-Ideas/Admin-View-of-All-Users-Meeting-Links/idc-p/334392

New Contributor | Gold Partner
New Contributor | Gold Partner

How can I un-gate this beta feature as well (Sales Hub Meetings reporting)?


(Co-Owner of HubSpot Gold Solution Provider. 10 year HubSpot customer.  Former HUG Leader. 20X HubSpot Academy Certified.)

HubSpot Product Team
HubSpot Product Team

@finn@JoshuaFeinberg 

If you'd like access to the beta, you can speak with your customer succes representative and ask for access to the 'Meetings outcomes' beta. This will allow you to include specific outcomes to a meeting, build new reports based on outcome, and trigger workflows.

 

We are in planning for https://community.hubspot.com/t5/HubSpot-Ideas/Admin-View-of-All-Users-Meeting-Links/idc-p/334392 and are making good progress. We plan to have a beta ready in the coming weeks. I'll update the post when that is ready!

 

Best,

Glen

HubSpot Product Team
HubSpot Product Team
updated to: Delivered
 
Top Contributor

@glencornell : where do we see this?