Reporting & Analytics

SKOT
Participant

Creating sales calls SDR reports

SOLVE

Hello

I am trying to create customer reports on my SDRs but I am having a bit of issues.

 

1. Report on which contacts have been called and by who 

2. Report on which contacts calls were in a certain status and who called 

 

I have selected Contacts and Sales Activites checked.

 

I have tried many different combos to try and get the X and Y of what I need but I am not sure I am doing it correctly. Has anyone else made this?

 

I have searched but could not find anything. 

 

Thanks 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating sales calls SDR reports

SOLVE

Hi @SKOT,

 

Could you provide more detail about the reports you're looking for?

 

First report: When you say "which contacts", are you looking for contact names? (In that case, you can only fit so many into one report) Or are you interested in the amount of contacts called, displayed by sales person? If it's the latter, this is what your cross-object report settings (Contacts + Activities) could look like:

 

karstenkoehler_0-1614320110567.png  karstenkoehler_1-1614320124535.png

 

Second report: Are you interested in showing the Lead status of contacts who were called, displayed by sales person? If yes, here's what a configuration could look like:

 

karstenkoehler_2-1614320183900.png  karstenkoehler_3-1614320216638.png

 

Let me know if that works for you. Lead status could also be changed for Lifecycle status, and depending on your organisational setup, Contact owner might make more sense than Activity assigned to (Activitity).

 

If you want to set a time frame for this report, just add a filter for activity Create date.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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6 Replies 6
pajvitamin
Contributor

Creating sales calls SDR reports

SOLVE

great team's networking 

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Creating sales calls SDR reports

SOLVE

Hi @SKOT,

 

If you're not seeing an option to change this to a rolling date range, then that's currently a limitation of the product. The report builder you're using is still "young". I'm hoping that this will be added soon.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Creating sales calls SDR reports

SOLVE

Hi @SKOT,

 

Could you specify what you mean when you say "edit the activity date"? Are you referring to the timeframe shown in the report?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
SKOT
Participant

Creating sales calls SDR reports

SOLVE

Yes the timeframe shown on the report. I placed a filter to receive a week worth of calls. Is there a way to change that filter without having to go into the edit section of the report 

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Creating sales calls SDR reports

SOLVE

Hi @SKOT,

 

Could you provide more detail about the reports you're looking for?

 

First report: When you say "which contacts", are you looking for contact names? (In that case, you can only fit so many into one report) Or are you interested in the amount of contacts called, displayed by sales person? If it's the latter, this is what your cross-object report settings (Contacts + Activities) could look like:

 

karstenkoehler_0-1614320110567.png  karstenkoehler_1-1614320124535.png

 

Second report: Are you interested in showing the Lead status of contacts who were called, displayed by sales person? If yes, here's what a configuration could look like:

 

karstenkoehler_2-1614320183900.png  karstenkoehler_3-1614320216638.png

 

Let me know if that works for you. Lead status could also be changed for Lifecycle status, and depending on your organisational setup, Contact owner might make more sense than Activity assigned to (Activitity).

 

If you want to set a time frame for this report, just add a filter for activity Create date.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

SKOT
Participant

Creating sales calls SDR reports

SOLVE

Hi 

 

Thank you for your reply it helped with a bit of what I was looking for. 

 

I used Contacts and Sales Activities 

 

SKOT_0-1614360876164.png

 

Then in the filters I have what you suggested:

 

SKOT_1-1614360940544.png

 

My only issues now is I cannot find a way to edit the activity date. I don't want to edit the activity date each time I run the report or just have the full month report and change it in excel. I also noticed that there is not a way to pull the date and time the call was made only the date the activity happened. 

 

Do you know if this feature will be added?