Reporting & Analytics

RKallok
Participante

Is there a way to create reports on sales playbooks?

resolver

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 Solução aceitas
jolle
Solução
Especialista reconhecido(a) | Parceiro
Especialista reconhecido(a) | Parceiro

Is there a way to create reports on sales playbooks?

resolver

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
Solução
Colaborador(a)

Is there a way to create reports on sales playbooks?

resolver

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
Solução
Equipe de Produto da HubSpot
Equipe de Produto da HubSpot

Is there a way to create reports on sales playbooks?

resolver

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 Respostas 4
Smane1
Solução
Equipe de Produto da HubSpot
Equipe de Produto da HubSpot

Is there a way to create reports on sales playbooks?

resolver

Hi Ryan,

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

ToddQuinn13
Participante

Is there a way to create reports on sales playbooks?

resolver

I could use reporting for this feature.

0 Avaliação positiva
Lmiller12
Solução
Colaborador(a)

Is there a way to create reports on sales playbooks?

resolver

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
Solução
Especialista reconhecido(a) | Parceiro
Especialista reconhecido(a) | Parceiro

Is there a way to create reports on sales playbooks?

resolver

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