Sequences

Report on your sequences

Last updated: December 14, 2018

Applies to:

Sales Hub
sales-starter-pro-enterprise
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.
  • On the sequences dashboard, analyze the data the Reply Rate and Meeting Rate column to see which sequence is performing the best.

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  • 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. 

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  • Click the Status dropdown menu to filter your contact's by their enrollment status. 

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 sprocket in the top left corner of your account.
  • In the upper right, click Add report
  • In the left sidebar menu, navigate to Sales Sequences. 
  • Here, you'll see four reports you can use to analyze your sequence performance.
    • Sequence Reply and Meeting rates: analyzes the total enrolled contacts in each sequence and how they are engaging with your sequence. 
    • Sequence Replies by Step: reports on how each individual step in your sequence is performing. 
    • Sequence Reply Rate: analyzes how your contacts are engaging with each sequence.
    • Sequence Enrollment: shows how many contacts are enrolled in each sequence. 
  • To add the report to your dashboard, click Add reportsequence-reply-and-meeting-rate-add-report

Report on your sequences in sales content analytics 

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

  • In your HubSpot 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
    sequences-sales-content-analytics