Meetings by owner
Retrieves the number of meetings organized by each owner in HubSpot and displays it alongside their first and last name. It uses a left join to connect the engagements and owners tables and filters the results to only include meetings. The output is grouped by owner.
- Grain
- See the notes
- Built from
- 2Raw tables
- 1Core
- 1Analytics
- Reads from HubSpot
- engagementsowners
- Ships as
- Weld and dbt SQL, open source on GitHub
1-- core.hubspot.meetings_by_owner
2-- Meetings by owner. Retrieves the number of meetings organized by each owner in
3-- HubSpot and displays it alongside their first and last name. It uses a left join
4-- to connect the engagements and owners tables and filters the results to only
5-- include meetings. The output is grouped by owner.
6--
7-- From the weld.app template library. Not reconciled against HubSpot;
8-- check the output against the source before relying on it.
9
10select
11concat(owners.firstName, ' ', owners.lastName) as owner
12, count(*) as meetings
13from
14{{raw.hubspot.engagements}} as engagements
15left join {{raw.hubspot.owners}} as owners on cast(owners.id as integer) = engagements.ownerId
16where
17type = 'MEETING'
18group by ownerThis model and the 1 it depends on. Deploy them together; refs like {{staging.…}} resolve to the matching folders in Weld, and the dbt view uses source() and ref().
How it counts. And where it stops.
This SQL model allows you to easily track the number of meetings each owner has had with clients or prospects. By selecting the owner's first and last name and counting the number of meetings they have had, you can quickly see which owners are the most active in meeting with clients. This information can be used to identify top-performing salespeople or to ensure that all owners are meeting with clients regularly. The SQL code is easy to use and can be integrated seamlessly with your existing HubSpot data. Simply input the code and run the query to get a clear picture of your team's meeting activity. With the Meetings by Owner SQL template, you can gain valuable insights into your sales team's performance and make data-driven decisions to improve your business.
Raw tables it reads
- raw.hubspot.engagements
- raw.hubspot.owners
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