I suggest you ...

workflow dashboard

I'd like to be able to have a dashboard where i could see all my workflows and the high level metrics of it, like conversions and grouped by personas. In that way, i would be able to see in a glande which are bad performers and which are the best. It would be also great to have more goals to the same workflow. Like conversion and sales.

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    Leandro BorgesLeandro Borges shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    VirginiaVirginia shared a merged idea: Create better reporting for Workflows  ·   · 

    9 comments

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      • Audrey PhilippotAudrey Philippot commented  ·   ·  Flag as inappropriate

        I would like to easily see which pre-requisite/condition made a contact enter a specific workflow, when several possible conditions exist (especially for the lifecycle stage setting workflow. It would be a property like "Became a lead due to condition" and then we could select one of the conditions we have added to that workflow

      • Jaret LynchJaret Lynch commented  ·   ·  Flag as inappropriate

        I would like to see a column in the workflow dashboard for goal conversion rates so I can easily see which workflows are converting and which are not.

      • Sarah SharpSarah Sharp commented  ·   ·  Flag as inappropriate

        We are working on lead generating campaigns with several partner organizations around the US. Once we get leads they are put through a workflow. The workflow is the exact same for each organization but we have to clone the workflow and emails over and over again because the management would like to see stats on the emails for each campaign and how each group responded. It would be great to have a way to see stats for specific lists that went through a workflow instead of just the workflow overall.

      • Christopher KiertzChristopher Kiertz commented  ·   ·  Flag as inappropriate

        The current workflow reporting makes it incredibly hard to report on a monthly or quarterly basis. It's all aggregate data and the reporting process is as manual as it gets. I've built a mammoth "change-over-time" excel sheet to capture this, but it's not perfect and takes a lot of time and effort.

      • layerlayer commented  ·   ·  Flag as inappropriate

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      • HubSpotterAdminHubSpotter (Admin, HubSpot) commented  ·   ·  Flag as inappropriate

        Just an update on this:

        * The Workflows Overview screen gives you more insight on lifecycle stage movement - http://forums.hubspot.com/discussion/41740/beta-introducing-workflows-overview-screen

        Let me know what you think about this and how you will use it!

        * We will be working on revealing email performance over time and also allowing you to export data to CSV.

        Thanks,
        Maggie

      • aaronaaron commented  ·   ·  Flag as inappropriate

        specifically, we need a robust workflow reporting tool that:

        - reports the performance of each workflow and every metric (with downloadable CSV data)
        - reports the performance of each content piece within each workflow (with downloadable CSV data).

        This would allow to OPTIMIZE workflows, not just create them. Without optimization, the workflow tool is only half useful!!

      • aaronaaron commented  ·   ·  Flag as inappropriate

        yeah, the process for measuring performance is extremely manual. Workflows are great for building a marketing automation task, but measuring performance is too slow to be effective.

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