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Track Account User Activity Tracking

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. 

HubSpot updates
Track Account User Activity TrackingEquipo de producto de HubSpot
changed to: Delivered

Track Account User Activity TrackingEquipo de producto de HubSpot
changed to: In Beta

Hi everyone,


There are a couple different ideas mentioned among the comments here, and I believe we should have some good news for you on each. 


1) Last login - We're opening a beta for Pro & Enterprise customers that shows Last Login information in User Settings. If you would like access please fill out this form: https://forms.gle/PQvL8N5iyL2eL9Sb6


2) Sales Activity reporting - We've recently released a new Sales Productivity Report (in Reports > Analytics Tools > Sales Productivity) that shows all activities by user. For any feedback on that report, feel free to respond via the feedback tool on that page, or by emailing me at lars (at) hubspot.com 


3) Audit log - While we don't have a full audit log available today, this is something that our team is looking at and is being planned.




For any other questions, please don't hesitate to reach out (email listed above).

Track Account User Activity TrackingGestor de la comunidad

Hey @Pippa I"ve merged your feature request with the one above, so that all comments are votes are kept in the same place. If you Kudo the post above you can add to the vote count - thanks!

77 Comentarios
Nuevo colaborador

We upgraded for $200 p.m. (yearly plan) to the advanced reporting, I couldn't fully trial the reporting due to some trial day hickups - but I was expecting it to have the following basic sales reporting features. Please add the following reporting functions asap:


1. How many activities does a sales rep need to close a deal 

2. Funnel Analytics: the logic behind this feature is far from good. A deal needs to pass every stage in order to be registered in the funnel analytics. Please allow jumping over certain stages and still count deals in funnel report.


Thank you.

Nuevo colaborador

Our senior management have specifically requested exports of our sales teams' productivity data (number of calls, emails, meetings) but Hubspot doesn't currently have this feature. Please please can you enable this!

Gestor de la comunidad
Gestor de la comunidad
Estado actualizado a: Idea Submitted

Hey @Pippa thanks for posting! Could you please confirm what you mean by 'Productivty Data'? Do you mean user activity data in the CRM or another feature on the Sales / Marketing platforms?

Nuevo colaborador

Hi @roisinkirby yes I mean the number of calls, emails and meetings logged by each member of our sales team.

Gestor de la comunidad
Gestor de la comunidad

Hey @Pippa I"ve merged your feature request with the one above, so that all comments are votes are kept in the same place. If you Kudo the post above you can add to the vote count - thanks!

Nuevo colaborador

I would like to be able to manage and review activity by employee within Hubspot. We have weekly update meetings and discussing the number of meetings, phone calls, and emails are vital to managing productivity however the tool currently doesn't support a way to report against this.

Nuevo colaborador

We have hoped for an addition of the ability to customize "activities" (which currently only track "calls", "emails" and "meetings") that would be trackable within the Dashboard on the CRM (tallying the number of each of them over a given period of time.  As a company, we monitor the "activity" of each of our salespeople, and track more categories than just simply "email", "phone call" and "meeting".  We track #'s of cold calls in person, #'s of cold calls by phone, #'s of plant/clinic tours, #'s of retention phone calls, #'s of retention meetings, and #'s of sales meetings (maybe even another category or two).


Is this capability being considered at this point - as this would allow each company to track specifically the kinds of sales activities that are important to each specific company.  We currently track these things on a spreadsheet, along with a "comment" on each individual "activity" that a salesperson makes - causing time-wasting double entry. 


The ability to export those tallied numbers (per rep over a given period of time - say a month) into a CSV or Excel file format to report to upper management would be icing on the cake!!


Outside of that specific missing functionality, our recent migration to your CRM has proven to be a great decision!

BKendrick-FF Colaborador distinguido
Colaborador distinguido

Hi, I'm trying to streamline some activity reports for my team. We'd like to measure our connect rate for call activities, so we need the ability to create a view that filters based on:

1. Activity Type

2. Call Outcome


Currently, I have a custom view set up for "Last Contacted between [Date Range]," but that is inclusive for all types of Activities. Details for each call also have to be transcribed manually.


Since we have the ability to log certain types of activities and their outcomes on the Contact records, I figure the data is in there, but I'm not sure how to access it currently.

Colaborador habitual

We really need a feature like this. If we were to ever make a compelling argument for our entire organization to move into the SH sales tool, this feature is an absolute must. 

Nuevo miembro

Our senior management team has specifically requested reports on our teams' productivity data but Hubspot doesn't currently have this feature. Please, please can you enable this!