In the service team productivity report, you can report on your service team's performance across tickets. You can also export the data or save the data as a report.
If you're looking to analyze your sales team's productivity, check out this article instead.
In your HubSpot account, navigate to Reports > Analytics Tools.
Select Service Team Productivity.
Use theDate rangeand Frequency dropdown menus to filter the data to a specific time range. A week starts on Sunday, when the date range is set to This week or Last week, or when the frequency is set to Weekly.
By default, Owner will be selected and your service team productivity data will be segmented by your HubSpot users.
If Owner is selected, you can click the Team dropdown menu and select a team to filter the data to.
To view your data based on the HubSpot team, select Team.
Click the Pipeline dropdown menu to select the pipeline to filter to the data to.
The chart shows you how a particular team or owner performed over time.
In the upper left of the chart, click the dropdown menu and select a metric:
Average time to first agent reply
Average time to close
In the upper right of the chart, click theStyle dropdown menu and select thestyle of chart you want to use for analysis.
The table below the chart shows you the data per team or owner, for each metric.
Click acolumn headerto sort the owners or teams by that metric.
In the Count of tickets column, click a value to view the related tickets in the right panel.
Click the ticket name to access the tickets record.
Click Go to Tickets in the right panel to view all the tickets in a saved filter.
To view only certain owner's or team's tasks in the chart, select thecheckboxnext to the owner or team. You can selectmultiple owners or teamsto compare their impact.
Export or save the data as a report
In each tab, you can export the data:
On the right, clickExport.
In the dialog box, enter theNameof your file and click theFile formatdropdown menu to select aformat. ClickExport.
The export file will be sent to your email address and can also be downloaded in your notification center, accessed by clicking thenotificationicon in the main navigation bar.
To add the report to a dashboard, click theAdd to dashboarddropdown menu and select if you want to add it to anexisting dashboardorcreate anew custom dashboard.
If you selectExisting dashboard, click theSelect existing dashboarddropdown menu and select the dashboard to add the report to.
If you selectNew custom dashboard, enter theCustom dashboardname and click theVisibilitydropdown menu to select if the dashboard should be shared, shared but read only to others, or private to your own user.