Sales Email Reporting

KarthikC

We really need better reporting for sales (one-to-one) emails. Even a basic how many emails were sent & by who, how many opens/clicks in a given span of time are not readily available. 

 

By comparison, marketing email metrics and reports are much better, but still more limited than they should be.

Mises à jour HubSpot
Statut mis à jour : Delivered
May 06, 2025 09:50 AM

Hi all! I'm so pleased to share that this reporting is now Live! You can see more details here. Please file new ideas for any more specific reporting use cases you would like to solve with HubSpot.

Statut mis à jour : In Beta
April 04, 2025 10:56 AM

Hi all! I'm pleased to share we're in Beta with this in the Custom Report Builder for Professional & Enterprise portals. You can request access in the Product Updates section of your portal by searching for "Connected email analytics rates in Custom Report Builder".

March 19, 2025 04:39 PM

Thank you for this great feedback @ZRoberts4 ! After investigating the concern you've shared, we can't alter that behavior right now. How emails are categorized has a lot of downstream impact on other HubSpot tools, so we can't change this quickly or without risk. But I am filling an issue on our backlog to fully scope out if we could do this as a long term improvement. An important clarification for anyone reading this: The situation described is only when another user replies to your email. Replying to your own email (such as in the case of Sequence emails threading together) will not count as a reply.

Statut mis à jour : Being Reviewed
August 30, 2024 02:13 PM

August 30, 2024 02:12 PM

Hi all! We're working to get email rates into the Custom report builder. If you're interested in being an early tester, please send me a DM on here with your portal Id and I will follow up 🙂 

57 Commentaires
DeepLinkGuru
Membre

I would like to see overall reply rate, regardless of if a template was sent or not on all emails logged in Hubspot from individual reps

YiRui_Chua
HubSpot Employee

Hey team,

 

raising this for a customer too.

Would be great if can show some statistics for sales email, such as number of opens/ open rate per user for example.

Thank you!

mikehutchinson
Participant

I assumed this was part of the basic function of SalesHub's email reporting when we started using it because of how the marketing emails are able to be tracked.  This needs to be addressed as it feels more like a bug fix than a feature request.

sammyninja
Membre

Yes, totally agree. Our Sales team want to generate a report from the email trackers to do a follow up email blast. If there is a way to a list of all the opened one off emails that would be awesome.  

SMacKee
Membre

Yes! Super de acuerdo.

SRuckaberle
Membre

It would be so helpful to have this feature! Would be great if there is a possibility to create reports/lists/views of contacts who opened or clicked sales emails. Added to that it would be great to filter the reports by sender so that each person can have a look at his/her own emails. 

JWhittle
Membre

This is 100% needed and. basic feature offered by many other platforms. It seems like the option should be simple enough to imlement and the sales sequence track the over all sequnce but even though it suggests yo ucan see states from each email in teh sequence when created as a template this is not the case. Such a shame not to have this and makes it impossible to tweek messaging to see what is working and what is not

nmbuyisa
Membre

Agree and have upvoted,in the meantime never found this community post about a custom report that might be helpful

KPage
Membre

+1

TDrucker
Membre

Yes, need to track one-to-one emails sent from different domains. 

 

This will help salespeople to improve efficiency a lot. 

CBenito5
Membre

Our sales reps are wondering how many times it takes them reaching out to get a response from a lead, looking to inform their outreach strategy and how long to go after someone before moving them to nurture. we need a way to report on the number of sales emails that were sent and then when we get a response from the contact. 

Armanb
Membre

100% agree very important for sales teams. Especially since you already have all the data in the activity feed, would good to see it compiled in one area 

MLahav
Membre

Totally agree, we work so hard to develop new leads and we use automated sales email sequences to contact them, but if at the end of the day we do not have a clear picture of how many of these emails went to prospects spam, we are definitely missing something here:(.
HS, please help!

RCollins
Membre

This is a must have report!  We need a higher level view of the effectiveness that sales people are having with their one on one emails.  I need to be able to view this in a report as a quick snap shot to see if one of my staff needs help if they aren't getting the engagement that they should be as compared to the rest of the staff.  The ability to put this in a report will be beyond extremely helpful.

GColq
Membre

+1 !!

EcoMax
Membre

This is definitely needed, as mentioned before the data on email opens/clicks is there for Sales Prof users, just needs to be exposed for reporting! 

MartinK
Contributeur

I couln't agree more. Kinda strange that these metrics are not available to workflows since they already exist in the activity window.

AFletcher
Participant

This is a super basic ask and should be easily done. It's desperately needed.

FNystrom
Membre

Same here, this is a requirement from our sales team so we would have to use a another company until this is in place.

KPartridge
Participant

+1 would like to see total sends, m/m, by rep, as a whole (per team perhaps)... I can look at email template reporting in the analytics tools, however i need to account for one off sends that are not templates. Thanks 🙂