HubSpot Ideas

lbecker

Ability to filter out sequence related emails from all reports in terms of activities

It would be great to have the option to include or exclude sequence related emails from the acitvity type "email" from all reports within HubSpot by user. 

 

Thanks! 

31 Comentarios
SaWells
Colaborador | Partner nivel Platinum

This is very much needed.

glaurain
Colaborador

For further context, we use the sales activity report to help monitor outreach/activity by sales reps.  Presently, the report includes all emails, including those sent as a sequence by Marketing on behalf of the rep (as 1:1 email).  Unfortunately, this slants the view and makes the raw data of minimal value as the rep is not driving these emails.  Being able to filter out those sent via a Sequence would enhance the value of the data and more truly reflect each rep's activities. 

Sam_McArtor
Miembro

Agree with the comments on this 100% - The Email Activity is useless to track activity if there is no feature/function to filter out emails sent via sequence. 

STreggiari
Colaborador

There are several similar posts on here and it's soemthing that's been asked for since 2019 (or maybe earlier). Why Hubspot hasn't doena nythig about it (and then built a whole sales analytics tool that included this useless data) is mystifying.  Every Sales Manager in the world wants to know this metric. The fact that reports and sales analytics include Sequencess as default shows a lack of Sales Management experience in the developers. It should be a checkbox to include it, or something to that effect.  

DLentjes
Participante

I agree with adding this functionality. Reports for sales managers are useless when they contain automated emails. We only want to report on emails that are sent manually. 

KKoronkowski
Miembro

Our team really needs this feature otherwise we don't get accurate activity reporting. 

niels_linbit
Participante

the sales activity dropdown should just be split into manual and sequence 1:1 options

alexcomments
Participante

We soooo need this - and its been over a year now.

gyosifovich
Miembro

We have separate goals for # of emails sent via sequences vs. direct emails. We very much need the ability to report on the # of emails sent via sequances vs. the # of sales emails sent not via sequances.

DKAPADE
Miembro

This is very much required. 

 

toolsadmin
Miembro

Needed! 

JQuail
Miembro

Agreed that this request is crucial to ensure personalization ontop of automation from a sales team and accurate accountability for managers.

dant
Miembro

Badly needed. Does anyone have a workaround at least?

EMcGrath
Colaborador líder

Agreed- this is crucial to our reporting. Following as well in case someone has determined a workaround. 

AHellström
Miembro

Need this feature as well

ETaralson
Miembro

+1 to this as well. Manual work tracking is essential, especially when our sequences contain manual follow-up tasks (calls) that cannot be filtered out by the "Now in Sequence" Filter under the contact since that will remove the contact and its activities entirely from the activities report.

MartinKa
Miembro

+1 to this!

TomDelaney
Miembro

I sure would like this feature!

tmitch_sona
Participante

Adding my voice to this request please.

RDubay
Miembro

Outreach and Sales loft have this as a basic feature, so if you are looking to compeat this is needed.