topic Is there a way to create reports on sales playbooks? in Reporting & Analytics

Is there a way to create reports on sales playbooks?

RKallok — Mon, 23 Jan 2023 20:08:25 GMT

Hi All,

We recently implemented playbooks for our sales team and I was curious if there were any stats we can gain? I would specifically like to know how often the playbook is being utilized by each memeber of the sales team.

Best,

Ryan

Re: Is there a way to create reports on sales playbooks?

jolle — Mon, 23 Jan 2023 22:37:36 GMT

Hey @RKallok, thanks for reaching out! This is a great question.

Unfortunately, I don't believe that this is a current HubSpot feature. However, you're not the only one that's asking for it! I strongly encourage you to share your use case in that Ideas thread and give it an upvote. It looks like it's gaining some traction, so hopefully HubSpot will be able to address it soon.

Sorry I can't be of more help!

Re: Is there a way to create reports on sales playbooks?

Lmiller12 — Mon, 13 Feb 2023 20:31:52 GMT

My team is also looking for a better way to report on playbooks. We would like to show usage over time, which ones perform the best mostly!

Re: Is there a way to create reports on sales playbooks?

ToddQuinn13 — Sat, 02 Dec 2023 08:31:12 GMT

I could use reporting for this feature.

Re: Is there a way to create reports on sales playbooks?

Smane1 — Mon, 11 Mar 2024 19:13:20 GMT

Hi Ryan,

Thanks for your post! We recently have released the ability to report on playbooks, and you can find more information here.

Re: Is there a way to create reports on sales playbooks?

jvveen — Wed, 04 Dec 2024 15:47:22 GMT

It would also be good to be able to view all answers provided in a period while using the playbook.
Or to quickly have a list of all contacts for which we used the playbook with links to the record in the feed.