Would like the ability to view the account log-in activity of our Sales and Marketing users. Currently we have no way of knowing whether someone is logging into the system and using it or not.
Something like this used to be possible in the Content Home (like back in 2014). Also i would like to add that seeing a history of who changed settings (ie lists & workflows).
Having a report we can customize and send an automated email to management would be extremely helpful. We find our users generating duplicate work because they have to create a list view of the activity so management can scan through them and see details, not just the amount of calls made.
I'm an executive and also want to monitor the activity of all my users. The Activity Dashboard is a good start, but I'm frustrated bc it only shows two lines worth of text from the "activity", which often isn't quite enough to tell what's really going on. If only we could configure the number of lines it shows for each item on the dashboard - 3 or 4 lines would probably make a huge difference and include 98% of the useful info!
My sales colleagues made their own created sequences in Hubspot Sales. I want to show the stats of only their own sequences on their individual dashboards.
So it would be great if I can create a custom report based on the sequences.
100% agree. Tracking users logins and activity would be very helpful in optimizing the CRM and giving managers more visibility into the activity of their team members.
For our Sales KPIs, the missing key reports/filters on the contact property are:
1) Elapsed time since last contacted
2) Elapsed time since last lifecycle change
3) Elapsed time since last deal created
With these 3 contact properties we could gain great insight into the contact owner's responsiveness via filtering the contact list and creating a report on the sales dashboard.
I completely agree. It's important for every organization to understand how well is the tool being used by their teams and if their investment in licenses are effective.
+1 for needing lead response time, especially by specific list membership so we can track time to first response on inbound leads. Any word on if this feature is being worked on?