Create HubSpot Reports
Updated 2 weeks ago
by
Gin Lin
Do you want to track your team’s sales activity on WhatsApp?
One of the most powerful things with Cooby's HubSpot Integration is the ability to utilize synced messages to generate reports on HubSpot.
The following is a guide to create a simple Activity leaderboard report in HubSpot:
Basic: Sales Activity report
- Go to HubSpot > Reports
- Click on
Create report - Search for “activity” and click on
Activity leaderboard by rep with type breakdown - Choose
WhatsAppin the “Activity type” dropdown
Now you can easily track how much WhatsApp activity each of your team members have! Feel free to utilize it in other reports as well.
Advanced: Time-Series report
If you want to track your team’s WhatsApp activity over time, here’s how to create a HubSpot report that will give you the visibility into how your team is performing over time.
The easiest way to generate a report is to start with one of HubSpot’s prebuilt reports, let’s get started:
- Go to HubSpot > Reports
- Click on
Create report - Search for “call created” and click on
Call created totals by day
- Click on
Customize - Click on
Datain the top tab, we need to add some new data into the report - Click on
Add Activity Propertybutton and chooseActivity assigned to - Go back to
Visualizationand drag and dropActivity assigned tointo the Displaying section.
- Click on Filters and choose
WhatsAppin the “Activity type” dropdown.
- Optionally, add another filter to specify that the “Activity assigned to” is
known - Finally, adjust the timeframe (this quarter, this year) you want to view and the buckets (daily, weekly, monthly) you want to view them in
Congratulations! You’re one step closer to driving more success and productivity for your team!
We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your HubSpot integration, kindly shoot us a WhatsApp message at +14159699946 or email us at support@cooby.co 💜
