Meetings by owner
1select
2 concat(owners.firstName, ' ', owners.lastName) as owner
3 , count(*) as meetings
4from
5 {{raw.hubspot.engagements}} as engagements
6 left join {{raw.hubspot.owners}} as owners on cast(owners.id as integer) = engagements.ownerId
7where
8 type = 'MEETING'
9group by
10 owner+------------------+----------+
| OWNER | MEETINGS |
+------------------+----------+
| John Smith | 10 |
| Jane Doe | 5 |
| Michael Johnson | 3 |
| Sarah Williams | 8 |
+------------------+----------+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.
