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Dashboards & Reporting

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CWVader on January 18, 2024

Create report: Call to existing and new companies

Hi, I want to create a report that showes the difference between calls made to companies/contact that are just added to our HubSpot (no activity before) and call to already excisting companies/contacts (had at least 1 call or before). This to filter read more

Reply Calling Sales

0 upvote

2 Replies

BérangèreL

Community Manager

January 25, 2024 11:00

Hi @CWVader , I hope that you are well! Do you still need help with this? Or are you all set? Thanks and have a great evening! Best, Bérangère ...read more

chloey on June 05, 2023

Reporting on follow up calls

Hey everyone! I am trying to create a report which will let me know how many follow up calls each rep makes. Some of our leads are recycled, so I need a way which will differentiate a follow up calls (e.g. they called the contact back with read more

Reply Calling Contacts Custom Objects Dashboards How-To Knowledge Base Reports Sales

1 upvote

1 Reply

jolle

Recognized Expert | Partner

June 05, 2023 08:45

Hey @chloey , thanks for reaching out! This is a great question. The easiest way to report on different call types would be to customize your ...read more

AKemple on March 27, 2023

Report to Track Sales Rep's Most Recent Call

Does anyone know of a way to make a report that will quickly show me the time of each designated rep's last call (i.e. Rep X called a contact at 4:43pm CDT)? We have noticed a few of our reps often stop calling before the end of the day and would li read more

Reply Analytics Tools Calling Enterprise Reports

0 upvote

2 Replies

MartinK

Contributor

September 14, 2023 09:57

Hi @AKemple , Im afraid you've run into one of the major short commings of current Hubspot. Determining the time of last call is not possible witho...read more

Solved

DLeBlanc on March 10, 2022

Report: AVG Number of Calls before a Connected Call

Hi Hubspot fam! I'm looking to build a report that measures the AVG number of calls it takes to get the customer on the phone. Having major blockers. Does anyone know a genius workaround?

Reply Analytics Tools Calling Reports Sales Workaround

0 upvote

8 Replies

Accepted Solution

jforte

Top Contributor

August 24, 2023 12:10

Hey @jlgrvv ! Now Hubspot solved that problem to us 🙂 With "event occurs" triggers we don't need to use properties as last contacted ...read more

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