Track Account User Activity Tracking (2024)

We upgraded for$200 p.m. (yearly plan) to the advanced reporting, I couldn't fully trial the reporting due to some trial day hickups - but I was expecting it to have the following basic sales reporting features. Please add the following reporting functions asap:

1. How many activities does a sales rep need to close a deal

2. Funnel Analytics: the logic behind this feature is far from good. A deal needs to pass every stage in order to be registered in the funnel analytics. Please allow jumping over certain stages and still count deals in funnel report.

Thank you.

We have hoped for an addition of the ability to customize "activities" (which currently only track "calls", "emails" and "meetings") that would be trackable within the Dashboard on the CRM (tallying the number of each of them over a given period of time. As a company, we monitor the "activity" of each of our salespeople,and track more categories than just simply "email", "phone call" and "meeting". We track #'s of cold calls in person, #'s of cold calls by phone, #'s of plant/clinic tours, #'s of retention phone calls, #'s of retention meetings, and #'s of sales meetings (maybe even another category or two).

Is this capability being considered at this point - as this would allow each company to track specifically the kinds of sales activities that are important to each specific company. We currently track these things on a spreadsheet, along with a "comment" on each individual "activity" that a salesperson makes - causing time-wasting double entry.

The ability to export those tallied numbers (per rep over a given period of time - say a month) into a CSV or Excel file format to report to upper management would be icing on the cake!!

Outside of that specific missing functionality, our recent migration to your CRM has proven to be a great decision!

Hi, I'm trying to streamline some activity reports for my team. We'd like to measure our connect rate for call activities, so we need the ability to create a view that filters based on:

1. Activity Type

2. Call Outcome

Currently, I have a custom view set up for "Last Contacted between [Date Range]," but that is inclusive for all types of Activities. Details for each call also have to be transcribed manually.

Since we have the ability to log certain types of activities and their outcomes on the Contact records, I figure the data is in there, but I'm not sure how to access it currently.

Tracking the average time from lead to the first contactwould be very useful for monitoring productivity.

Currently, it's possible to check by lead manually by looking at account history, but there is no metric to see it by the sales rep.

It would be really helpful if there was a function within settings for account administrators to see who in the team has logged into HubSpot.

This could be taken further so you could not only see if they've ever logged in but perhaps their latest log in and any activity.

Recently introducing the CRM to the business, buy in from users hasn't been easy so being able to see who has actually even logged in to the system would be great.

I second this request. Moving from another CRM that has this function, we miss it. We used it with our previous CRM to help understand which sales people were embracing the system and which were using it only at its barest bones. Identifying the power users and the non-users helped us target training and identified those that were struggling and those that could serve as peer mentors for the system.

I would really like to see if this could be provided.

This should be added on the Settings > Users & Teams page, showing last time log in (date + time) and number of log ins in the last 30 days.

so just add two columns on the right after ACCESS.