topic Deal Outcome Reporting From Sequences in Sales Email

Deal Outcome Reporting From Sequences

annecaylin — Tue, 17 Sep 2024 15:56:55 GMT

Hi all,

My team uses sequences for a lot of our automated sales outreach. We've been building custom reports to attribute deal revenue back to these sequences but it's been a fairly manual process. I'm really curious if anyone has experience with the Deal Outcomes reporting within sequences (Sales Hub Enterprise only) and could share screenshots of their experience with it? We're considering upgrading from Professional but I want to make sure it's worth it. Thanks!

Re: Deal Outcome Reporting From Sequences

kennedyp — Tue, 17 Sep 2024 21:51:17 GMT

Thanks for your post @annecaylin! Could you attach a fuller screen snapshot to verify where you see this report option? This will help us verify what specific report type you are trying to get to know.

Maybe this is referring to the Deal Rate measurement in Sequence analytics as described in this Knowledge Base article. Let me know and we can ask some of our experts for specific examples!

Re: Deal Outcome Reporting From Sequences

annecaylin — Tue, 17 Sep 2024 21:59:29 GMT

Sure! Here is a larger screenshot. I believe the deal rate measurement is what I'm looking for! Are there any videos or examples showcasing that feature?

Re: Deal Outcome Reporting From Sequences

kennedyp — Fri, 20 Sep 2024 23:38:09 GMT

I couldn't find any videos, but here are some screenshots from one of my test Sequences! One contact had a deal created after being enrolled in this sequence-- I can click into the rate and see the associated contact and deal records!

Maybe one of our experts has a video to recommend or can share what theirs looks like: Hey @HubSpot_Corey or @karstenkoehler any resources you can share here?

Thanks!
Kennedy

Re: Deal Outcome Reporting From Sequences

KlemenHrovat — Fri, 08 Nov 2024 11:04:01 GMT

One of the companies we work with has it, and I recall they have the Deal rate % reporting on the sequence. I'm not exactly sure how it works or what data is counted here, but this seems to pull the closed-won deals on contacts enrolled in the sequence.

Are there other features and reasons you would consider upgrading your Sales Hub to an Enterprise subscription?