How do I get my HubSpot Sales Activity Report automatically?

Connect HubSpot to Chartcastr, select the metrics you want to track, choose Slack or email as your destination, and set a daily schedule. Chartcastr generates and delivers the chart with an AI-powered summary automatically.

Can I customize what's in my HubSpot Sales Activity Report?

Yes. You choose which metrics to include, the chart type, delivery schedule, and destination channel. You can also add context from Notion, Google Docs, or Slack threads to make the AI summaries more relevant.

What chart type works best for a Sales Activity Report?

We recommend a bar chart for this report because it best visualizes calls made and emails sent trends. You can switch chart types anytime from your Chartcastr dashboard.

How often should I receive this report?

We recommend daily delivery for this report. This gives your team timely data without notification fatigue. You can adjust the schedule to any frequency including hourly, daily, weekly, or custom cron expressions.

Does the report include AI analysis?

Yes. Every report delivery includes an AI-generated summary that highlights what changed, why it might matter, and what to look at next. The AI uses context from your Slack threads and connected documents to provide relevant insights.

Automate Your HubSpot Sales Activity Report

Get your HubSpot Sales Activity Report delivered to Slack or email. Track calls made, emails sent with AI insights.

Daily · Sales managers, SDR leads

Get your HubSpot Sales Activity Report delivered to Slack or email. Track calls made, emails sent with AI insights.

HubSpot docs

What This Report Tracks

Key Metrics

HubSpot Sales Activity Report

Track calls, emails, and tasks completed by each rep to measure effort and coach effectively.

calls madeemails senttasks completedactivity by rep

Manual vs. Automated

The Manual Way

Open each rep profile in HubSpot, check activity feed, tally manually. Or build a custom report that no one remembers to check.

The Chartcastr Way

Connect your HubSpot, pick the metrics that matter, and Chartcastr delivers a fresh chart with AI-generated insights to Slack or email on your schedule.

How to Set It Up

Connect HubSpot

HubSpot connects via OAuth with read-only CRM access. Select the data you want to track.

Choose your metrics

Pick the metrics for your HubSpot Sales Activity Report: calls made, emails sent, tasks completed, activity by rep.

Pick your destination

Send to Slack, email, or Google Chat. Your team sees it where they work.

Set the schedule

Schedule daily delivery. Chartcastr handles the rest — charts, AI summaries, and delivery.

Best Schedule

Daily

For this report, we recommend a daily cadence. This ensures your team always has fresh data without notification fatigue. Adjust the schedule anytime from your Chartcastr dashboard.

Other HubSpot Reports

HubSpot Pipeline Summary HubSpot Deal Velocity Report HubSpot Closed-Won Revenue Report HubSpot Lead Source Report

Frequently Asked Questions

Start Getting This Report

Set up automated hubspot sales activity report delivery in minutes. No code, no manual exports, no maintenance.

Get Started Free Book a Demo