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.
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 HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
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!