Heya,
I’m looking for some advice on how to create reports that showcase meetings booked per rep over a given period of time.
Right now we use the “Task > Activity Type = Meeting” to track meetings booked (with created date being the filter there) and then the “task completed” date to indicate the meeting happened.
Can I create a report showcasing Meeting Tasks created per month per rep, as well as Meeting Tasks completed per month per rep?
Thanks in advance!