Sales Hub Tools

PWilcox
Member

Sharing sequence analytics with team

SOLVE

If I create a sequence, my team members are not able to view the analytics. They can see the sequence on the "manage" board, but cannot see the analytics of opens/clicks/etc. How do we share this information with the whole team? Changing the "manage sharing settings" does nothing.

TIA

Peggy

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Sharing sequence analytics with team

SOLVE

Hi @PWilcox,

 

I thought you were looking for something to save to a dashboard. Yes, it can be as simple as removing the user filter.

 

Glad it's resolved!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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View solution in original post

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Sharing sequence analytics with team

SOLVE

Hi @PWilcox,

 

There are some default reports in the report library which are just what you're looking for. Navigate to Menu > Reports > Reports > Report library and type "sequence" into the search field.

 

There should be three reports:

Sequence enrolls, opens, and clicks by month

Sequence enrollment totals and engagement rates

Sequence sender score

 

There is also the option to create a custom report using the data source "Sequences", however the options here are limited.

 

The reports mentioned above are the closest you can get to the Manage section you're referring to.

 

(If you would like to see better sequence reporting, I'd recommend submitting a request to the HubSpot Ideas section of the community.)

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

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PWilcox
Member

Sharing sequence analytics with team

SOLVE
Thanks for this, but it's not what I was looking for. I was trying to share
analytics of a sequence. Found out how to do it:
[image: image.png]
Uncheck the "me" in the "Enrolled by" field and others can then see the
performance of the sequence.
Thanks for your time!
0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Sharing sequence analytics with team

SOLVE

Hi @PWilcox,

 

I thought you were looking for something to save to a dashboard. Yes, it can be as simple as removing the user filter.

 

Glad it's resolved!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes