Dashboard for Meetings

[RZander]

Hey Guys,

I'm trieng to set up a Dashboard which gives me a detailed overview about the sales activities. 

I would love to see the meeting outcome "meetings planned" and "meetings booked" in regard to meeting type. 

I therefore created 2 reports. 1 is looking like that:

But it does not take into account all meetings my salesteam has booked, I already checked if the documented correctly - they did. 

Probably im not seeing the forest for the trees here. 

Help please

Have a great Start into your week 

Robert


 

[karstenkoehler · Accepted solution]

Hi @RZander,

I'd start by removing the meeting outcome filter. Not all upcoming meetings automatically get the "Scheduled" value assigned.

If that doesn't work and you're expecting a specific meeting to show up in the report, look up the meeting and check each of your filter criteria. Does it have the correct meeting type, date, outcome? If so, it could be a bug. (Typically, one of the criteria is not fulfilled however.)

By clicking into the blue bars of the chart, you can see which meetings are being pulled into the report, allowing you to try and find one that you think should appear but doesn't.

Should you have a meeting that you think fulfills the criteria but doesn't show up in the report, can you share a blurred screenshot of the meeting entry that shows all criteria (type, date, outcome)?

Best regards!