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

[TMyatNoe]

Do this please @hubspot!

[tmorrison_kpm]

Hey, we could benefit from this too. Is it really thtat difficult to implement? We're using a workflow to track reconversions from hubspot forms on our website and it would be much faster to see this in my dashboard. Any chance we can get this soon?

[CRagalie]

Seems like it should be a priortiy for a tool that excels in inbound marketing. This can somewhat be managed in lists with "workflow enrollment". Seems simple to add that feature into reports. Other dimensions could be time based (date enrolled, date completed), any goal related metrics.

[SPoulsen]

We would love to see this feature as well! 

[SHall7]

Completely agree! I also use workflow to do deeper A/B testing - bringing workflow goal %s into dashboards would be really helpful.

[springboardjade]

This would be incredibly helpful to have for reporting purposes!

[AB_Provide]

Please add this feature!! It really doesn't make sense that we can't do this, especially when HubSpot really promotes the use of workflows!

[CMedrano]

+1 on this. There are several key workflows that I would love to be able to monitor on Dashboard instead of hopping into each one separately.

[JHartnagle]

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

[CWrightBF]

Can't believe this isn't a thing! 😲

I found you can make a list, but you can't add columns to see the status of everyone enrolled in that workflow. 

[KDailey8]

Pretty crazy that workflow reporting options haven't been added to dashboards yet??? 

[BBartlick]

Any updates on this since it was marked as "in planning" in October?

[JHartnagle]

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

[JBKHMI2030]

Are there any updates to this planning thread as of: February 09, 2023? 🤔

[DScott1]

Hi, Just starting out on workflows but my immediate need would be to see the volume of contacts going / gone through each stage of the workflow and to each of the final stages / "outputs" - all displayed within the workflow. (you already show a value when a contact is held in an action until its releaased due to a time delay) 

[EShank]

My team and I are desperate for a solution to this as well. Our top priority is having an easy way to see MQL's amounts and conversion %'s across many workflows that we run. We're adding new flows that need this tracking multiple times a week as well. 

I'd like to separate performance per flow, while also having a global view of these metrics as well.

Looking forward to an easy solution!

[OmarCasas]

I have the same problem, this would be great !!

[AGardner]

Looking forward to this becoming possible. Certain workflow goals in our lead gen process would be lovely to be able to build reports on.

[KHastings]

This would be a great feature to have access to! 

[mortenstaal]

Much needed!