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:
Set the Report Type to Conversations with Primary Account.
Group rows by Primary Account.
Set Gong Count to Summarize > Sum.
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:
Set the Report Type to Conversations.
Group rows by Primary User.
Set Duration (Sec.) to Summarize > Average.
Apply any relevant filters, as desired. For example, Opportunity Stage at the time of the call, Started, Conversation Scope, and so on.
Report the amount of calls made to a specific contact within a specific time frame
View and analyse the number of Gong calls made to a contact within a specific time frame:
Use the Conversations with Participants report
Filter to Participant Type = Contact (external)
Group the report by participant email
Apply time filters to the call dates