Workflow Dashboard Reporting

[jknye07]

I use HubSpots workflows a ton and viewing their success/failures more easily, like in a dashboard, would be great. I have MQL and SQL workflows that run regularly and also create them for large events we exhibit at and it would be great to more readily see their results and determine which workflows/emails need the most optimization. 

[jknye07]

Hi everyone! My name is Hallie, and I'm a Program Manager on the CXM Team. This has been delivered since the beta was released last year; you can read more about this feature in this KB. This is currently available for Enterprise customers. 🙂

[jknye07]

Hi Everyone,

Yesterday we launched a beta for an Analyze Tab for Workflows. As always,I would appreciate hearing any and all feedback for our next iteration of workflow reporting.

How we are hoping this will help:

Customers need a comprehensive overview of all their automations, coupled with the capability to delve into specific automations, to effectively monitor the impact of automation on their business. These analytical tools will assist customers in easily identifying:

• The extent to which automation is employed across their business and potential areas for further automation.
• Performance metrics of automations, including changes in enrollment rates, and comparing enrollment of specific workflows or groups of workflows.

Until now, the sole method for customers to access this information is by monitoring the logs of each individual workflow.

Please go to product updates to join the beta. If you have feedback for the next iteration of the analyze experience please email me directly, or book time with me to discuss! Thank you in advance for sharing how we can better meet your needs! 


Best,

Jess

jhartnagle@hubspot.com

[jknye07]

Hi, Everyone,

Workflow reporting is one of our 2023 product initiatives. I will update
this group when we get closer to having beta access ready. In the meantime,
if you are willing to share more information about your workflow reporting
needs, please contact me directly at jhartnagle@hubspot.com.

Thank you,
Jess

[jknye07]

Hi, Everyone,

Thank you for all your feedback and ideas for Workflows reporting and dashboards. The team is planning updates for Workflows reporting. I will update this thread as we make progress, and get closer to a Beta.

Thank you,

Jess

[MattKlein]

I agree that having the workflow performance reports (top metrics, enrollment trends, email trends) available to add to dashboards would save a lot of time and effort. This could work similar to the List -> Analyze -> Save Report feature works. 

[FMoor7]

Hi, is this BETA still live? Or is there any update on this? I wish to put in workflow metrics in my dashboard, just as you can save reports from e-mail analytics & forms in a dashboard. 

[hhiggins]

Hi everyone! My name is Hallie, and I'm a Program Manager on the CXM Team. This has been delivered since the beta was released last year; you can read more about this feature in this KB. This is currently available for Enterprise customers. 🙂

[jagjag92]

@hhiggins Hi Hallie! The Metrics data is super valuable, but doesn't seem to solve the need to add workflow reports to a dashboard (think clicking 'actions' on any report on a workflow's performance tab and being able to select 'add to dashboard').

[KatePidgeon]

Agree with the above, it seems really odd that I can't use workflow membership in the custom report builder. I'd like to be able to do what I can do in lists - report/filter on workflow status, where the contact is currently active/has enrolled/has completed etc a specific workflow. I'm trying to create a report on number of contacts active in any of workflows A, B, or C. As the above comments, I want to be able to add this report to a dashboard where it can live alongside other reports, without people having to go and find that info in multiple places elsewhere.