Review your workflow's conversion and performance data (BETA)

Review and use your workflow actions' aggregate conversion and performance data to analyze the effectiveness of each section of the workflow and optimize your automation strategies to improve business outcomes.

You can also review your individual workflow's performance and workflow's enrollment history. To analyze your overall workflow performance and automation opportunities, you can use the workflow Analyze tab.

Turn on aggregate performance tracking 

To begin tracking the aggregate performance for your workflow:

• In your HubSpot account, navigate to Automations > Workflows.
• Click the name of your workflow. 
• At the top, click View > Aggregate Performance. 
   

• In the right panel, toggle on the Start tracking performance switch. 
• In the top left, click the X icon to exit the aggregate performance screen. 

Review your workflow's aggregate performance

The workflow's conversion and performance data will only include data from wrhen the Start tracking performance option was turned on. It will not include retroactive data.

Please note: aggregate performance tracking provides a historical view of enrollments. Due to the larger data volume, there may be a lag of several hours after an object unenrolls before it's reflected in the aggregate performance data.

To review the aggregate performance for your workflow:

• In your HubSpot account, navigate to Automations > Workflows.
• Click the name of your workflow. 
• At the top, click View > Aggregate Performance. In the aggregate performance view, you can review the following: 
  • The total enrollment count for the workflow.
  • The percentage of enrollments that reached each endpoint.
  • For any branch action, the percentage of enrollments that continued along each branch path.
  • For each action, the count of un-enrollments that occurred due to the action.
• To review more details about the performance of each action, hover over the performance data.