How to Use HubSpot's New Sequences Reporting Tools to Improve Sales Outreach

HubSpot is rolling out major updates to Sequences reporting, giving sales and service teams better insight into what's working and what isn’t. At Orbit Works, we help organisations get more from their outreach strategies, and these new tools offer smarter ways to analyse, refine, and scale your Sequences.

Why Sequences Reporting Improvements Matter

Sequences are a powerful way to automate outreach, standardise follow-up, and drive consistent engagement across sales and service teams. But without strong reporting, it’s difficult to know which steps are making an impact and where your team might be wasting effort.

These reporting enhancements help you:

• Identify which Sequence steps drive the most meetings and engagement

• Track rep behaviour, like call activity and email personalisation

• Measure timing and task completion accuracy

• Make data-driven decisions to optimise future Sequences

  
  

Whether you’re running high-volume outbound sales or targeted ABM campaigns, this release gives you clearer visibility and control.

What’s New in HubSpot Sequences Reporting

In the Updated Performance Tab

You’ll now find step-level metrics that help pinpoint what’s effective:

• Call Step Metrics – Track calls made and connected per Sequence step

• Task Completion Timing – Measure how often tasks are completed on or before their due date

• Email Personalisation Rate – Understand how frequently reps are customising their emails at each step

  
  

In the Enhanced Analyse Tab

Get a broader, cross-Sequence view with these new reports:

• Company Insights – See enrollment and engagement trends across companies for ABM analysis

• Template Performance – Identify top-performing email templates used in Sequences

• Meetings Booked by Step Type – Understand which channels (email, call, task) are most effective

• Meetings Booked by Number of Touches – Reveal the optimal Sequence length to book meetings

  
  

Together, these reports give you the visibility needed to refine outreach strategy and improve rep performance.

How to Access the New Sequences Reports

1. Ensure Your Admin Has Enabled the Beta The features are currently available as part of a public beta, so make sure it’s been activated in your portal.

   
   

2. Navigate to Sequences Reporting Go to Automation > Sequences > Analyse Or, view reports at the Sequence level by clicking into an individual Sequence and selecting Performance

   
   

These updates are seamlessly integrated into the existing Sequences tool no additional setup required.

Who Can Use This?

These enhancements are available to users on the following HubSpot subscriptions:

• Professional and Enterprise Customer Platform

• Sales Hub Pro & Enterprise

• Service Hub Pro & Enterprise

  
  

Want to Improve Your Sequence Strategy?

At Orbit Works, we help teams implement and optimise HubSpot Sequences to drive better results. From sales automation to reporting strategy, we’ll make sure you’re using the latest tools to their fullest potential.

Pro Tip: Not sure which Sequence steps are underperforming? We offer custom Sequence audits to help you fine-tune your outreach and boost engagement rates.