Sequences - Step performance report

[VCavin6]

I cannot find the Step Performance Report as mentioned in this article. Can someone make a simple step-by-step explanation about how to find the report within sequences that shows steps in order and the timeline for delivery?

Analyze sequence enrollment and performance data (hubspot.com)

Thank you.

Vince

[elizheleva]

Hi, @VCavin6 ,

The way to get to the report is to go to the list of sequences, then select the one you want to check and the first screen you see should be the one with the Performance tab active. There you will see the steps listed and the grid as shown in the article.

If you’re not seeing the below structure, can you share what you see, so I can point you in the right direction?

I hope that helps,

Eli

[HFisher7]

@VCavin6 - Have you opted in to the BETA features:

[VCavin6]

I don’t think so…and I don’t see an obvious way to opt-in. Is this view only available that way?

[VCavin6]

@HFisher7 Joining the BETA solved my issue. I can now clearly see all steps and the analytics. Thanks!

[VCavin6]

Thanks, but I think this is only limited to the emails…I don’t see calls, LinkedIn, dates of when the sequence steps are to be delivered, etc.

See this screenshot for what I am looking for: