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.
Click the name of a sequence to open the summary page, where you can view the sequence's Total Enrolled, Reply Rate, Meeting Rate, and Unsubscribe Rate at the top of the page. Click the Enrollment date filter to view metrics over a specific time range.
Report on your sequences on your dashboard
You can review data about your sequences' performance on the dashboard.
- 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.