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.
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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 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.
It would really be helpful to be able to access and issue reports for workflows! Managing all the data separately ends up consuming a lot of the time that the workflows save. Please consider adding a workflow filter to the dashboards and reports!
This would be very helpful for our team as well. We would love a way to quickly see how many contacts are in any of our workflows from our main dashboard.
This is so necesary, we are trying to figure out how many active workflows have each contact and is impossible, not to mention that would be great to see all your workflows in a report showing statistics by folder for example, general or selected workflows.
Agreed, this would be really helpful. We would like to be able to see on a dashboard how effective our automated campaigns at encouraging users to adopt certain features.
It's one thing to dedicate a ton of time to create and optimize nurturing workflows and all of the related assets/emails, but Ive also spent just as much time trying to create reporting for everything. At this point any sort of reporting functionality for workflows would be so incredibly helpful.
Yes, please. We sorely need this feature. At the moment I am using custom contact properties that I update at various stages in the workflow and use those in reporting on contacts. But it would be so much better to report on the workflow events themselves.
Definitely agree - we'd love to be able to have dashboard reports to see how well the automated email campaigns are doing, how effective the workflows are, and so on
Yes, please! This would be a great feature to get a quick overview on your dashboard on how your key workflows are performing over time, i.e. contacts enrolled, goals fulfilment, email performance etc.
This would be very useful. It would be great to see how many people are going through the workflow and how many deals have been created from the dashboard.
I cannot believe there is no option for this at the moment. Any type of reporting functionality for workflows would be really helpful for us. It will be a huge waste of time to go through all of the workflows to see the performances individually.
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