Hi, I need to create a dashboard for a sequence performance weekly report and haven’t been able to filter the dashboard/report only for one specific sequence.
Hey @GHernandez2, thanks for reaching out!
What dashboard/report are you looking at currently?
You should be able to either:
- Head to Automation > Sequences > Click on the specific sequence to review the overall sequence and individual email performance (these cannot be added to a dashboard in HubSpot, but you can add a text block containing the link to the specific sequence report in HubSpot if needed)
- Head to Reports > Analytics Tools > Sales Analytics > Sequences tab to review the overall sequence performance. This report doesn’t let you filter down to individual sequence performance, but you can at least save the chart or table to a dashboard (and if you use the Table option, the report will have clickable links to the individual sequence performance)
Hope this helps! Happy to share additional thoughts if you can let us know a little bit more about what you’re seeing currently. Thanks!