Reporting & Analytics

RKallok
参加者

Is there a way to create reports on sales playbooks?

解決

Hi All,

 

We recently implemented playbooks for our sales team and I was curious if there were any stats we can gain? I would specifically like to know how often the playbook is being utilized by each memeber of the sales team.

 

Best,

Ryan

3件の承認済みベストアンサー
jolle
解決策
名誉エキスパート | Solutions Partner
名誉エキスパート | Solutions Partner

Is there a way to create reports on sales playbooks?

解決

Hey @RKallok, thanks for reaching out! This is a great question.

 

Unfortunately, I don't believe that this is a current HubSpot feature. However, you're not the only one that's asking for it! I strongly encourage you to share your use case in that Ideas thread and give it an upvote. It looks like it's gaining some traction, so hopefully HubSpot will be able to address it soon.

 

Sorry I can't be of more help!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature

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Lmiller12
解決策
投稿者

Is there a way to create reports on sales playbooks?

解決

My team is also looking for a better way to report on playbooks. We would like to show usage over time, which ones perform the best mostly!

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Smane1
解決策
HubSpot製品開発チーム
HubSpot製品開発チーム

Is there a way to create reports on sales playbooks?

解決

Hi Ryan,

Thanks for your post! We recently have released the ability to report on playbooks, and you can find more information here

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4件の返信
Smane1
解決策
HubSpot製品開発チーム
HubSpot製品開発チーム

Is there a way to create reports on sales playbooks?

解決

Hi Ryan,

Thanks for your post! We recently have released the ability to report on playbooks, and you can find more information here

ToddQuinn13
参加者

Is there a way to create reports on sales playbooks?

解決

I could use reporting for this feature.

0 いいね!
Lmiller12
解決策
投稿者

Is there a way to create reports on sales playbooks?

解決

My team is also looking for a better way to report on playbooks. We would like to show usage over time, which ones perform the best mostly!

jolle
解決策
名誉エキスパート | Solutions Partner
名誉エキスパート | Solutions Partner

Is there a way to create reports on sales playbooks?

解決

Hey @RKallok, thanks for reaching out! This is a great question.

 

Unfortunately, I don't believe that this is a current HubSpot feature. However, you're not the only one that's asking for it! I strongly encourage you to share your use case in that Ideas thread and give it an upvote. It looks like it's gaining some traction, so hopefully HubSpot will be able to address it soon.

 

Sorry I can't be of more help!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature