HubSpot Ideas

GBcutler

Better reporting for Playbooks

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.

23 Replies
NicoleSengers
Guide | Elite Partner

This is essential - PLaybooks need to become part of reports, allow you to track rep activity - mWhich reps use which playbooks and how many playbooks a contact has had completed on their record - this will make playbooks far more valuable and allow insights from playbooks and allow users to really get better value from the tool.

seanjbentley
Member

Agreed. Being able to report on which Playbooks are used for each Company would allow us to track the adoption of Playbooks by our team and ensure our customers are all receiving the same information. 

bosko
Member

Definitely agree, this would allow us to track the adopt of Playbooks and which playbook we need to update. Please introduce reporting.

CPSCB
Contributor

We are working out how we can show trends over time (a top reporting requirement across our org) on the Playbook responses. Because we have questions linked to property values, and those are overwritten with each new response, we're challenged with how to show whether we're improving/changing.  

MCimikoski
Member

Upvoting this and adding that it would be great to be able to pull not only usage analytics but actually report on the content being input by the rep (ex. # of times a given "quick answer" is selected). Thank you!

LDove
Member

YES! I'd also like to be able to make it mandatory! That was literally the first response I got when I showed a few teams the playbooks. 

Shiran
Participant | Diamond Partner

At the moment there is no easy way to measure usage of Playbooks. It would be great if we could see a measurement of how salespeople are using the playbooks and the percentage of playbooks being used. 

jjanek
Contributor

We too have been looking into this but have been hesitant because we can't report on the usage of playbooks.

KLio
Participant

Have just implemented playbooks and found this thread when trying to find out how to setup reporting on activity with playbooks and how to consolidate entered texts for playbook questions that are not yet properties for insights and planning purposes. Got my upvote! 

SLindmont
Participant

Agreed on reporting for playbook usage but also for the content. We're collecting data that we want to consolidate and report back to other teams. One idea we're considering is putting a HS form link in the playbook and capturing the data that way for now. I think playbooks would get a lot more usage if reporting was available.

AnnieRECIPE
Contributor | Platinum Partner

Yes! This would be absolutely fantastic to get visibility on. 

 

Jamesb42
Member

This is badly needed to actual track the usefulness of playbooks for our sales reps

ghultin
Member

Data from playbooks (sales rep's recorded answers from customer) is critical data for our marketing. We need sales to ask specific questions at different phases of the sales process to determine fit of the deal and create profiles of the deal and prospective customer to support our marketing. 

 

Simple standard reporting capability that doesn't require creating custom properties is important to making this easy to develop and manage. We need to report on attributes that can feed into creating customer persona, changing customer persona, and identifying changes (or required changes) in how our marketing and advertising is generating demand. 

NicoleSengers
Guide | Elite Partner

Hi @ghultin 

 

You can use playbooks to update your current properties using the option to "use a set of answers that saves to a property" which means you can save to a contact, company, deal or ticket property that you already have and will add to your current data. Would this perhaps help solve the challenge you have?

 

Screenshot 2022-01-25 at 05.28.31.png

 

 

ALucas0
Participant

Using the playbooks for opportunity matrixes, and close-out plans is great - but we are unable to report on how many have been done on the deals or being able to export this information in one format to discuss at meetings. 

 

It would also be beneficial to link in contact information to deal.


I.e. on a deal, we would like to know who the decision-maker is then the influencer etc. It would be very beneficial to be able to add in contact look-up fields so that this can be added and updated via the playbook in the deal. Instead, this is manual duplication of collecting data.

SSHellier
Member

Shame on me for upgrading the subscription to use playbooks, building out a bunch of them and not realizing there is no reporting of usage and notes. I was aware that properties can be populated from the playbook and reported, but measuring playbook usage and effectiveness, and using its content to coach are imperatives. Can the product manager tell us if these capabilities are on the development roadmap? Thank you.

RCorner
Member

I'll echo the comments here that extended reporting for Playbook use/input is vital. We want to ensure we have fluidity with our playbooks and they can be changed with ease so linking them to fields isn't an ideal solution for us.

MRuotolo
Member

Would also like to be able to force playbook entry once you hit a certain stage. I use these for close plans.  

JPanama
HubSpot Moderator

Customer Support Specialist replying on behalf of a customer. This is a great idea and would add heaps of value for our Sales & Service Hub Customers. 

ShayKhosrow1
Member

we need to be able to report on playbooks! How many reps are filling it out and which deals are don't have playbooks associated!!