Report on your sequences

Last updated: July 12, 2018

Applies to:

Sales Hub
Starter, Professional, Enterprise

Once you start enrolling contacts in your sequences, you can monitor each sequence's performance. Analyzing their performance will tell you which sequence elicits more replies and prompts more meetings booked, and which sequences may need to be customized further. 

Report on your sequences from the index and summary page

After you enroll your contacts in a sequence, you can see how they are performing directly on the sequence index and the summary page for each sequence. 

In your HubSpot account, navigate to Automation > Sequences. In the sequences index, use the Reply Rate and Meeting Rate column to see which sequence is performing the best.sequence-index-page-rates

Click the name of a sequence to open the summary page, where you can view the sequence's Total EnrolledReply RateMeeting Rate, and Unsubscribe Rate at the top of the page. Click the Enrollment date filter to view metrics over a specific time range. seequence-summary-metrics

Report on your sequences on your dashboard 

You can review data about your sequences' performance on the dashboard.

  • Navigate to your HubSpot dashboards by clicking the sprocket icon in the top left corner of your account. Click Add report
  • In the left sidebar menu, click Sales Sequences. 
  • Here, you'll see four reports you can use to analyze your sequence performance. The Sequence Reply and Meeting rates report analyzes the total enrolled contacts in each sequence and how they are engaging with your sequence; the Sequence Replies by Step shows how each step of your sequence is performing; the Sequence Reply Rate reports on how your contacts are engaging with each sequence; and the Sequence Enrollment report shows how many contacts are enrolled in each sequence. 
  • Click Add report under the report name to add the report to your dashboard. 

Report on your sequences in sales content analytics 

If you are a Sales Hub Professional user, you can see an overview of your sequence performance in the sales content analytics tool. 

  • In your HubSpot Marketing Hub Basic, Professional, or Enterprise account, navigate to Reports > Analytics Tools.
  • Select Sales Content Analytics. Click the Sequences tab. 
  • Here, you will see an overview of how your contacts are engaging with your sequences. Click the Date range dropdown at the top to analyze your sequence performance over a specific time range. 
  • Below the overview, you can review the performance of each individual sequence. If one sequence is not performing as well as the others, click the name of the sequence. You will be redirected to the sequence editor where you can make any necessary changes.
  • To look at specific metrics in the chart, click Edit columns in the top-right corner. Select the checkbox next to the properties you want to display on your report, then click Save

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