Report for number of sequences enrolled by rep

[MStadig]

Hi! 

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?

[NicoleSengers · Accepted solution]

Hi @MStadig 

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 🙂

[kvonloesecke]

Hi @MStadig,

Thanks for reaching out! 

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, @Chriso-mwx, @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