Hi! I am trying to generate a report for: 1.) How much time my team spends in meetings per deal? 2.) How much time each team member is spending in meetings per deal? What is the best way to generate this report?
Hi @MWeinberg! Welcome to the Community-- happy to have you here 😊
This Knowledge Base article walks you through how to set up a custom report for meeting analytics. You can add filters related to the associated Deals and break things down by Activity owner to get the results you're looking for!
I want to invite some subject matter experts to see if they have any suggestions.
Thanks so much Kennedy! I don't see meetings as an option when I create my own custom report. Not sure if that screenshot in the help article is outdated or if I am missing something? Thanks again for your help!
Hey @MWeinberg-- This is in beta so you will need to join from your account! Click on your profile in the top right corner, then Product Updates. The beta is called "Report on internal meeting attendees and more with Custom Report Builder"
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Thank you! That's great! Do you have any idea a general timeframe of when this will be released? Also, will this include data for the duration of a meeting or only count of meetings? Thanks for your help!
Sure! I don't know when it will be released as a permanent feature, but the beta is public, so you can add it to your account at any time! Currently, meeting duration is not an available property, but you can report on meeting start and end time.
Best, Kennedy
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