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Analyze workflow performance and opportunities

Last updated: November 4, 2025

Available with any of the following subscriptions, except where noted:

You can review and analyze the overall enrollment data and any additional opportunities for automating more processes on the Analyze tab of the workflows tool. This data can help you drill down on chances to use automation and streamline your team's critical processes. To review the overall health of your workflows, learn how to use the workflows health page. 

Analyze workflow performance and opportunities

To review and analyze workflow performance data:

  1. In your HubSpot account, navigate to Automation > Workflows.
  2. Click the Analyze tab. 
  3. At the top of the page, you can filter reports by:
    • Compare: click the dropdown menu to switch between comparison views:
      • Compare groups of workflows: compare workflows by type (e.g., Deleted, Needs review, Unused, or All workflows).
      • Compare workflows: compare specific workflows by click the Choose the individual Workflows dropdown menu and selecting the checkbox next to a workflow you want to be included in the data you're analyzing.
    • For the date range: filter by this week, this month, the last 30 days, last month, this quarter, this year, or a custom time period.
    • Comparing the past two: click the dropdown menu to select the time period to compare different workflows against. For example, you can compare between Weeks, Months, or Quarters.
  4. You can click Clear filters at the top of the page to reset all filters to their defaults. 
  5. Review your reports:
    • The top two reports that outline enrollment data across your workflows.
    • The next two reports that chart enrollment data over time, you can click the filter icon to edit the report and change the Data frequency.
       

workflows-overall-analyze


    • The last two reports document opportunities to automate or create more workflows. 

workflows-overall-analyze-reports

 
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