The Tracked Terms report is for reporting recordings that are transcribed using Conversation Intelligence (CI) .
That is, when a term is mentioned in a recording, that data becomes available in the custom report builder. You can also filter recordings on the index page by the tracked term.
Reporting on tracked terms gives you more visibility into call trends and growth opportunities across your sales team.
You can also use tracked terms in workflow iceland phone number resource and list record criteria, and set up notifications for tracked terms.
How do I configure tracked terms for reporting?
To add tracked terms:
In your HubSpot account, click the settings icon in the main navigation bar;
In the left sidebar menu, go to “Calls” ;
Click on the “Transcription and Analysis” tab ;
In the “Tracked Terms” section , click “Edit tracked terms” ;
In the right panel, click “+ Add category” ;
Enter a category name and then enter a tracked term in the text field;
To add more tracked terms to a category, click “+ Add tracked term” .
Click “Save” to save your changes.
Custom Funnel Reports
Custom funnel report types give you more flexibility when analyzing objects and activities in your HubSpot account. The reports list lets you manage all the standard reports in your account, as well as any custom reports you create.
Funnel reports allow you to analyze conversion rates across stages , whether in a lifecycle or deal pipeline , or in a custom event funnel.