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

2 Accepted solutions
jolle
Solution
Recognized Expert | Partner
Recognized Expert | 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

Marketing Operations Manager

HubSpot Certified Trainer

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Lmiller12
Solution
Contributor

Is there a way to create reports on sales playbooks?

SOLVE

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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3 Replies 3
ToddQuinn13
Participant

Is there a way to create reports on sales playbooks?

SOLVE

I could use reporting for this feature.

0 Upvotes
Lmiller12
Solution
Contributor

Is there a way to create reports on sales playbooks?

SOLVE

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
Solution
Recognized Expert | Partner
Recognized Expert | 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

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature