Future Sequence Reporting

CRM & Sales Dashboards & Reporting
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1

Sales management is looking for visibility into sequences that are currently active and have steps scheduled within the next 7 days (on a rolling basis). Since many sequences span multiple weeks, using the initial enrollment date alone isn’t sufficient - it doesn’t reflect whether there are still steps occurring this week. The goal is to have a report available on their dashboard that highlights any upcoming sequence activity - such as emails, calls, or tasks - scheduled for today through the next 7 days.

So far, I haven’t been able to create a report that meets these criteria. I’m open to suggestions or alternative approaches to achieve this kind of visibility!

2

Hi @danielle_little,

As far as I know, this is currently not possible at this stage. Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Sequences-Provide-an-ability-to-see-future-mailing-schedule/idi-p/995518

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I’d recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I’d appreciate it, too.

Have a great day!

3

Bummer - was hoping someone had a workaround. Thank you anyways!

4

@danielle_little , Not sure if you have Ops Hub, but here is a workaround option for you until HubSpot builds this within the sequence tool.
If reaching and/or completing each step of the sequence is distinct enough to trigger a workflow, you could set up workflows to update two custom properties:
1. Next SEQUENCE NAME Step:
A dropdown select of each step in the sequence.
2. Next SEQUENCE NAME Step Date:
Date or DateTime property that will correspond to the next step of the sequence.
You can update the dropdown property to reflect the next step and enter the date of the next step as the contact moves through the sequence.
Of course, you can adjust these suggested properties to fit your reporting needs.
Example:
Contact is enrolled in sequence. The email sent out immediately had a distinct subject line. The next step of the sequence is a call with the contact owner in 7 days.

The workflow:
Trigger: Contact is associated to Email with subject line starting with: STEP ONE SUBJECT LINE.
Action 1. Sets Next Sequence Step: Call with Account Owner.
Action 2. Format Data: Email Sent Date + 7 Days
Action 3. Sets Next Sequence Step Date: Result of Format Data Set.
Hope this helps!
-Chel