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Analyze meetings

Last updated: July 17, 2024

Available with any of the following subscriptions, except where noted:

All products and plans

Analyze the performance of your scheduling pages on the meetings dashboard, or use the custom report builder to create a report. 

Analyze meetings in the meetings dashboard

  • In your HubSpot account, navigate to Library > Meetings Scheduler.
  • On the dashboard, you can analyze the metrics for each scheduling page.
    • Duration: the time you've allotted for visitors to book when using the scheduling page.
    • Type: whether the meeting is a personal or team scheduling page (Sales Hub or Service Hub Starter, Professional, or Enterprise only).
    • Views: the number of times your scheduling page has been viewed.
    • Meetings booked: the number of times visitors used the scheduling page to set up a meeting. 
    • Conversion rate: the percentage of views that resulted in a meeting booked.

Please note:

  • Views, Meetings booked, and Conversion rate data for existing meetings will only be tracked as of the release of this feature. Activity prior to that date will not be reflected on the meetings dashboard.
  • if you change the business unit associated with the meeting link, the analytics for the scheduling page will reset. 

Analyze meetings in the custom report builder (BETA) (Professional and Enterprise only)

When analyzing your meetings in the custom report builder, you can access email performance metrics, such as count of meetings, location type, and users that are attendees of the meeting. 

To create a report:

  • In your HubSpot account, navigate to Reporting & Data > Reports.
  • In the upper right, click Create report.
  • In the Build from scratch section, click Custom Report Builder
  • In the Data sources dropdown menu, select Meetings. Then, select any other data sources for your report. Learn more about selecting data sources.

  • In the upper right, cick Next.
  • In the left panel, use the search bar, click the Browse dropdown menu or click the Filter fields icon and select the data source with the field you want to add. Hover over the property and click verticalMenuActions to view and edit the property details and description. Learn more about meeting properties and activity filters you can use in your custom report. 
  • Click and drag fields from the left sidebar into the channel slots in the Configure tab, or click verticalMenuActions Add to [X].
  • Configure your reports visualization.
  • Save your report.

Learn more about creating reports with the custom report builder.

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