# Built-in playbook tracking **URL:** \ **Category:** HubSpot Ideas\ **Tags:** reports, sales-documents, object\ **Created:** [September 16, 2019, 1:49pm UTC](https://community.hubspot.com/t/built-in-playbook-tracking/16254 "2019-09-16T13:49:00Z")\ **Posts on this page:** 8\ **Page:** 1
**Author:** ![mazzle5](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mazzle5/32/30191_2.png) [@mazzle5](https://community.hubspot.com/u/mazzle5)\ **Post date:** [September 16, 2019, 1:49pm UTC](https://community.hubspot.com/t/built-in-playbook-tracking/16254/1 "2019-09-16T13:49:00Z")
Hi HubSpot community, I think it would be great to have a feature where you can see if your sales team is actually utilizing playbooks on sales calls at the stages that they’re instructed to. I see this feature being valuable as sales managers are able to already track tasks in reports - they should be able to track more in detail that the playbooks are being used by their sales team at a specific deal stage to ensure that their team is following the correct steps in order to win a deal! ---
**Author:** ![paulhar](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/paulhar/32/75439_2.png) [@paulhar](https://community.hubspot.com/u/paulhar)\ **Post date:** [June 15, 2020, 11:56pm UTC](https://community.hubspot.com/t/built-in-playbook-tracking/16254/2 "2020-06-15T23:56:36Z")
We use Playbooks for our Strategic Account Plans, and being able to report on usuage is essential. Love the idea above and it would be great for Sales managers to see and report on their Playbook usuage better ---
**Author:** ![TannerScharch](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/tannerscharch/32/92090_2.png) [@TannerScharch](https://community.hubspot.com/u/TannerScharch)\ **Post date:** [August 14, 2020, 5:15pm UTC](https://community.hubspot.com/t/built-in-playbook-tracking/16254/3 "2020-08-14T17:15:13Z")
I agree with the above and we have started to use Playbooks to capture data reasons a Customer was Lost. Essentially tagging reason, decision-maker, and competitor we lost too. I know this isn’t exactly what Playbooks was built for, but the functionality for capturing information is really idea for a sort of internal survey tool - making it super easy for reps to quickly tag and post on the deal card. It would be great if there was a report that could show the prevalance of certain pre-set responses to each playbook response, and even a breakdown by each sales rep (as maybe a secondary feature). A much simpler feature in addition to showing how many times each playbook is viewed (already exists), is to have a list available to show which Deal Cards the playbook has been added to. That way we can at least go in and manually compile common responses (grrr…) ---
**Author:** ![colinwalsh](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/colinwalsh/32/64675_2.png) [@colinwalsh](https://community.hubspot.com/u/colinwalsh)\ **Post date:** [January 12, 2021, 3:15am UTC](https://community.hubspot.com/t/built-in-playbook-tracking/16254/4 "2021-01-12T03:15:17Z")
A hubspot rep helped me to setup a report showing how many people had completed our playbook under advanced report builder Under configure X-Axis Activity created by Y-axis Count of sales activities Under Filters Sales activities Activity type is any of Call Sales activities Activity date is known Sales activities Call notes contains any of “text from a few of the questions in my playbook” and this worked. Woudl be better to create more granular reports on playbooks though. ---
**Author:** ![Gilempert](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/gilempert/32/23364_2.png) [@Gilempert](https://community.hubspot.com/u/Gilempert)\ **Post date:** [January 3, 2023, 11:07am UTC](https://community.hubspot.com/t/built-in-playbook-tracking/16254/5 "2023-01-03T11:07:15Z")
Hi! I would love to see how many times a playbook was used, and what type of answers were collected. ---
**Author:** ![Daisy-CD](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/daisy-cd/32/2490_2.png) [@Daisy-CD](https://community.hubspot.com/u/Daisy-CD)\ **Post date:** [March 30, 2023, 3:23pm UTC](https://community.hubspot.com/t/built-in-playbook-tracking/16254/6 "2023-03-30T15:23:35Z")
Hi! We started using playbook and we would like to track their usage in dashboard and and patterns in completion. We will be creating a lot of them this year and this feature would be super useful. ---
**Author:** ![SKunchik6](https://avatars.discourse-cdn.com/v4/letter/s/58956e/32.png) [@SKunchik6](https://community.hubspot.com/u/SKunchik6)\ **Post date:** [June 1, 2023, 6:41pm UTC](https://community.hubspot.com/t/built-in-playbook-tracking/16254/7 "2023-06-01T18:41:20Z")
I agree! They are such a great tool but I need to see which deals my teams are using them on and when. Thanks for the report building steps colinwalsh! It certainly helped. ---
**Author:** ![BFortin5](https://avatars.discourse-cdn.com/v4/letter/b/8baadc/32.png) [@BFortin5](https://community.hubspot.com/u/BFortin5)\ **Post date:** [August 2, 2023, 6:25pm UTC](https://community.hubspot.com/t/built-in-playbook-tracking/16254/8 "2023-08-02T18:25:05Z")
Hi, tools like playbook are great for any businesses and even greater if we can track their usage. What is the meaning of creating tools if we can’t see what they are “building” with! Please do some magic to help your customers help ours… thanks!