Last updated: September 12, 2024
Available with any of the following subscriptions, except where noted:
Marketing Hub
Enterprise
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Sales Hub
Enterprise
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Service Hub
Enterprise
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Operations Hub
Enterprise
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Review and use your workflow actions' 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. From the workflow editor, you can also review individual records' paths and your workflow actions' conversion and performance data. To analyze your overall workflow performance and automation opportunities, you can use the workflow Analyze tab.
Turn on metric tracking
To begin tracking the performance of your workflow, you must turn on the Metrics setting. The setting must be turned on in each individual workflow.
- In your HubSpot account, navigate to Automations > Workflows.
- Click the name of your workflow.
- At the top, click View > Metrics.
- In the right panel, click Turn on metrics.
- In the top left, click the X icon to exit the Metrics screen.
Review your workflow's metrics
The workflow's conversion and performance data will only include data from when the Turn on metrics option was selected. It will not include retroactive data.
Please note: metrics 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 metrics for your workflow:
- In your HubSpot account, navigate to Automations > Workflows.
- Click the name of your workflow.
- At the top, click View > Metrics. In the metrics 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.
