Our Customer Success Team is going to begin offering limited virtual “office hours”. We’re going to be recording these via gong and tracking the conversation topics that arise on the calls. Does anyone know how I can pull a (hopefully) weekly report to track conversation topics or trackers for a specific meeting name and team? (ie all conversation topics discussed in the “Office Hours” event type over the span ofa week, hosted by Rep 1, 2, or 3)
Solved
Creating Insights Reports based on Event Name
Best answer by Brenner Lima
Hi Micah,
In this case, you would be looking into using the Insights > Team > Topics & Trackers pages.
However, in order to achieve the results you’re looking for, you would first need to create a Call Category on Company Settings > Categories page.
https://help.gong.io/docs/add-and-manage-call-categories?highlight=call%20catehory
Once you have the call category created for only Office Hours calls (e.g you could use the same filter criteria I mentioned, calls with ‘Office Hours’ in the call title field) you will be able to use it as a filter on those two pages.
You can also generate for the data you are seeing on those pages (Insights > Team > Topics & Trackers) if you have the right permissions, but you can’t automate it to regularly send you reports about it.
+2Hi
Hi Micah,
It really depends on what exactly you’re trying to achieve. But you could use Saved Searches on the Conversations > Search page and set it up to send weekly notifications.
For example, in the Conversations > Search page you could search for calls with ‘Office Hours’ in the call title field and then save it as a ‘Saved Search’. Then set it up to notify you weekly.
If you then think the results are too broad, you could add more filters to it, like ‘Trackers’ (which trackers would want the calls to be about) and ‘Topics’ (same here) to get more granular results.
1 person likes this
Thank you! What we’re actually after is more of a “trends” report so we can see what conversation topics are trending week over week. Basically, a breakdown of topics and trackers, as found on the insights page, just with these specific filters. We believe it’ll help us narrow down what customer-facing documentation to scale/create. So unfortunately the saved search route won’t work for us. Appreciate the response though!
1 person likes this
Hi Micah,
In this case, you would be looking into using the Insights > Team > Topics & Trackers pages.
However, in order to achieve the results you’re looking for, you would first need to create a Call Category on Company Settings > Categories page.
https://help.gong.io/docs/add-and-manage-call-categories?highlight=call%20catehory
Once you have the call category created for only Office Hours calls (e.g you could use the same filter criteria I mentioned, calls with ‘Office Hours’ in the call title field) you will be able to use it as a filter on those two pages.
You can also generate for the data you are seeing on those pages (Insights > Team > Topics & Trackers) if you have the right permissions, but you can’t automate it to regularly send you reports about it.
1 person likes this
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