Setup Time: 15 minutes | Difficulty: Easy | HubSpot Plan: Free+ (Reports need Professional+)
The Problem
Sales managers can’t see:- Who’s responding to WhatsApp messages?
- How fast are reps replying?
- Which reps handle the most conversations?
- Are leads being followed up?
The Solution
Track WhatsApp performance metrics alongside HubSpot data.
Team performance dashboard
What You Can Track
Step-by-Step Setup
In Eazybe
1
Access Analytics
Go to Eazybe Dashboard → Analytics → Team Performance
2
View Key Metrics
Dashboard shows:
- Response Time: Average first response time
- Volume: Messages sent/received per rep
- Active Conversations: Currently open threads
- Unreplied: Chats awaiting response
3
Filter by Team Member
Select individual reps to see their performance
In HubSpot (Professional+)
1
Create Custom Report
Go to Reports → Create report → Custom report
2
Select Data Source
Choose Contacts with ActivitiesFilter activities by type = “WhatsApp” (if using activity type logging)
3
Build Report
Example: WhatsApp activity by contact owner
- X-axis: Contact owner
- Y-axis: Count of WhatsApp activities
- Filter: Activity date in last 30 days
4
Add to Dashboard
Save report and add to your sales dashboard
Video Walkthrough
Setting Performance Targets
Weekly Review Template
Best Practices
Review weekly, not daily
Review weekly, not daily
Daily fluctuations are normal. Focus on weekly trends.
Context matters
Context matters
A rep handling complex enterprise deals will have different metrics than one doing quick support.
Use for coaching, not punishment
Use for coaching, not punishment
Metrics identify improvement opportunities, not gotcha moments.
What’s Next?
Broadcast from Lists
Send campaigns to HubSpot lists
Lead Capture
Auto-create contacts