In this article, learn how to create a couple of common custom reports.
Number of meetings with the customer
Set up a report with the following parameters:
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Set the Report Type to Conversations with Primary Account.
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Group rows by Primary Account.
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Set Gong Count to Summarize > Sum.
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Apply any relevant filters, as desired. For example, Customer Type, Location, Conversation Scope, Conversation Primary Owner, and so on.
Duration of early stage calls, per rep
Set up a report with the following parameters:
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Set the Report Type to Conversations.
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Group rows by Primary User.
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Set Duration (Sec.) to Summarize > Average.
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Apply any relevant filters, as desired. For example, Opportunity Stage at the time of the call, Started, Conversation Scope, and so on.
