We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book.
Currently Playbook activity is not identifiable as a reportable activity when building reports.
Today, the sales prospecting area is being fundamental to qualify its MQL records in opportunities for this, the sales management of the SDR team increasingly needs indicators and reports for decision making and improvement of the team's performance. The use of playbooks is growing mainly with new features and linking properties. But we have no way to generate reports of this use of the created manuals. When will this be possible?
PLEASE implement this. For the cost of the service, this should already been in place. This is the only way without clicking in to every single account to know a playbook is properly being followed for all contracts.
Totally agree on this. We have a playbook that was already in use that I need to update so that answers go to custom properties instead of just sitting in the activity log of the record it's used in. Currently, there's no way to work out which records have already used the playbook so that I can copy and paste the info into the properties.
Reporting on them and even being able to see a list view of the contacts/record that has had the playbook applied is 100% needed.
I'm surprised this hasn't been addressed yet - clearly it's missing. I'd just like to collate all the data from a playbook into a very simple report so that we can use the feedback - even extract to excel would work for me.
This would be so important - we work in the recruitment industry and we are using Playbooks for our Recruitment Vetting calls. Not being able to report on when a playbook is completed is hindering our operations.
We desperately need reporting on playbooks. Our sales team uses them to gather key information and also show what resources are most helpful.
Currently, I'm having to gather the notes from calls, export them to an Excel sheet, and then write a formula to count how many times a certain item appears.
Totally agree! 1. Playbooks should become part of the report data to evaluate answers. 2. There must be a filter to showcase contacts with a logged Playbooks.
We would like to use Playbooks but need to be able to report on Company / Deals to show which have playbooks attached to them. Where playbooks have not been created etc.
Would also be useful if we could report on the data captured in the playbooks too.
Definitely need better reporting for playbooks. If we upgrade to enterprise, we benefit from the option of using dropdown select answers in playbooks as opposed to just free-text notes. If we did that, it would be great to then report on answers that are given on a playbook.
Set the Playbook submission to log as a Note rather than a Call. You can do this in the Playbook's settings when editing it.
You can then create a report on Notes logged and set a filter to filter by Note body contains any of * your specific word or phrase*.
As long as the Playbook contains this specific word or phrase this will allow you to report on number Notes logged from the Playbook submission.
I also Activity Assigned to to the report we can see volume of logs by rep.
Within the playbook we also have a list of answer options which has allowed us to report on the answer too by additing an additional Note body filter for the answers. I then setup a dashboard with each answer option as a separate report.
Yes the answers are editable text afterwards within the Note body but providing this isnt edited after it works perfectly. Also ensure you set the answers to required on the Playbook so that every log has a response that is then reported on.
Another vote for playbook reporting. We just launched NPS/customer surveys. We have a playbook created for our CX team to log detractor follow-up calls and feedback. At a high-level, I'd like to be able to see how many contacts have the playbook completed (without having to use custom properties in the playbook or required fields).
