Reporting & Analytics

RKallok
Participant

Is there a way to create reports on sales playbooks?

SOLVE

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

1 Accepted solution
jolle
Solution
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

Is there a way to create reports on sales playbooks?

SOLVE

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

Director of Marketing Technology

NgageContent

HubSpot Certified Trainer

emailAddress
jacob@ngagecontent.com
website
https://ngagecontent.com/
Create Your Own Free Signature

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jolle
Solution
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

Is there a way to create reports on sales playbooks?

SOLVE

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

Director of Marketing Technology

NgageContent

HubSpot Certified Trainer

emailAddress
jacob@ngagecontent.com
website
https://ngagecontent.com/
Create Your Own Free Signature
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