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
JDobbin6
Member

+1! We just rolled out playbooks last month and there is currently no way to easily track usage/effectiveness.

JParker6
Member

I need to be able to report on the data inside the playbook, this is valuable information. Is there any info on when this feature might be considered or is it on the road map already?

PGUILLAUME
Member

Waiting for the tracking. Must have to collect data and improve tools.