I'm trying to set up a report where I can track how many contacts our sales reps are enrolling into a sequence.
Basically, I would like to be able to see how many contacts (per week) a specific sales rep or SDR is enrolling in a sequence. Any thoughts on how to build this type of report?
Great question. There is a sequence reporting beta in the Custom Report Builder.
If your SDR's are only enrolling contacts in a sequence if they are the owner (or if you create a custom Hubspot owner property for Sequence owner) you can create a report using the below properties. The sources would be contacts and sequences.
I have used sample data below so the graph isn't great 🙂
Did my post help answer your query? Help the Community by marking it as a solution
Great question. There is a sequence reporting beta in the Custom Report Builder.
If your SDR's are only enrolling contacts in a sequence if they are the owner (or if you create a custom Hubspot owner property for Sequence owner) you can create a report using the below properties. The sources would be contacts and sequences.
I have used sample data below so the graph isn't great 🙂
Did my post help answer your query? Help the Community by marking it as a solution
I'm not too familiar with custom reporting for sequences, but I'm hoping that one of our experts can jump in here.
Hi @NicoleSengers, @ChrisoKlepke, @Josh - do you have any tips for @MStadig? Do you think this report could be achieved using the Sequences as the primary data point in the custom report builder?
Cheers,
Kristen, Community Moderator
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