Dashboards & Reporting

IddoGescheit
Participant

Workflows & Sequences Funnel

Hi,

 

I have a lead gen followup that start with a workflow that includes two emails and continues with a sales sequence of 5 emails. 

 

I'd like to have a simple report that shows (in real time) the funnel: how many leads were sent WF email #1, WF email #2, waiting for classification (manual step), waiting for sequencing (manual), send seq email #1, and so forth. 

 

This is not built in (yet) in Hubspot to the best of my knowledge. Any ideas? using shadow property? supporting workflows?

 

Thanks,

 

Iddo 

0 Upvotes
1 Reply 1
TiphaineCuisset
Community Manager
Community Manager

Workflows & Sequences Funnel

Hi @IddoGescheit 

 

Thank you for reaching out.

 

I want to tag some of our experts here - @Chriso-mwx @Jnix284 @Josh do you have any thoughts for @IddoGescheit on this?

 

Thank you!

Best

Tiphaine


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