![]() In our report, we would like to see these tags in a stacked, comparative view, to see how many times each tag is used over a set time period. Our use case is going to be a Support team who work off a priority system, where they have to add a tag to each phone call to indicate whether the request is High Priority, Medium Priority or Low Priority. If you are new to this aspect of Hubspot, please reference Create and use Datasetsįor example purposes of this tutorial, we are going to be looking at reporting on 3 tags. This section requires some familiarity with creating Datasets in Hubspot. How to Set Up your HubSpot Datasets and Reports □ Step One: Creating the Dataset Foundations Datasets open up almost endless possibilities in terms of data visualisation for the data we currently log on HubSpot. This information in turn is seamlessly pushed into HubSpot where it can be framed into valuable data.īy leveraging Aircall data in HubSpot’s powerful datasets feature, it empowers you to report on a granular level with flexibility. In Aircall, the tagging feature enables users to summarise the main conclusion of a phone call in a single click. Whether it is tracking outcomes in your first outreach to new leads, or customer pain points on your support calls, you need an accessible, visual accumulation of these insights. No matter what industry you are in, an integral part of your operations is to analyse trends in the exchanges you have with your customers. How does using Aircall Tags and HubSpot Datasets enrich and elevate your HubSpot reporting? Please reach out to your HubSpot account manager to discuss this further. This is only accessible on Enterprise plans within HubSpot. Please note- this is enabled using HubSpot OperationsHub. Step Two: Creating the Conditional Field.Step One: Creating the Dataset Foundations.How to create Datasets and use them to generate reports:.How using Aircall Tags and HubSpot Datasets can enrich and elevate your reporting in HubSpot.Leverage the Aircall Tag feature to create granular reports in HubSpot based off Datasets criteria
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