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Setup Time: 15 minutes | Difficulty: Easy | HubSpot Plan: Free+ (Reports need Professional+)

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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?

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The Solution

Track WhatsApp performance metrics alongside HubSpot data.
Team WhatsApp performance

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What You Can Track

MetricWhere to See It
Response timesEazybe Analytics + HubSpot reports
Messages per repEazybe Analytics
Conversations handledEazybe Analytics
WhatsApp activity on contactsHubSpot timeline
WhatsApp by deal stageHubSpot reports (with activities)

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Step-by-Step Setup

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In Eazybe

1

Access Analytics

Go to Eazybe Dashboard → Analytics → Team Performance
Eazybe analytics
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
Key metrics
3

Filter by Team Member

Select individual reps to see their performance
Filter by rep

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In HubSpot (Professional+)

1

Create Custom Report

Go to Reports → Create report → Custom report
Create HubSpot 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
HubSpot WhatsApp report
4

Add to Dashboard

Save report and add to your sales dashboard

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Video Walkthrough

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Setting Performance Targets

MetricSuggested TargetWhy
First Response< 5 minutesSpeed = conversions
Average Response< 15 minutesKeep conversations flowing
Daily Conversations20-40 per repBalanced workload
Unreplied (EOD)0No leads left hanging

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Weekly Review Template

## WhatsApp Performance Review - Week of {{date}}

### Team Summary
- Total conversations: X
- Average response time: X min
- Unreplied at week end: X

### By Rep
| Rep | Conversations | Avg Response | Unreplied |
|-----|---------------|--------------|-----------|
| {{rep1}} | X | X min | X |
| {{rep2}} | X | X min | X |

### Action Items
- [ ] Coach {{rep}} on response time
- [ ] Redistribute workload if unbalanced
- [ ] Review unreplied conversations

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Best Practices

Daily fluctuations are normal. Focus on weekly trends.
A rep handling complex enterprise deals will have different metrics than one doing quick support.
Metrics identify improvement opportunities, not gotcha moments.

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What’s Next?

Broadcast from Lists

Send campaigns to HubSpot lists

Lead Capture

Auto-create contacts