How to Review Sales Activity in Hubspot
The Hubspot sales workspace gives sales teams a focused place to review activity, track performance, and manage prospecting tasks without switching tools.
This guide explains how to open the workspace, use the activity feed, filter and sort records, analyze engagement, and export activity data for deeper reporting.
Accessing the Hubspot sales workspace
To start reviewing sales work, you need to navigate to the dedicated sales workspace in your Hubspot account.
- Log in to your Hubspot portal.
- In the main navigation bar, go to Workspaces.
- Select Sales to open the sales workspace.
Once the workspace loads, you will see different views and widgets that surface key activities completed by your team.
Understanding Hubspot sales activity views
The sales workspace aggregates different types of sales activity so you can quickly evaluate performance and follow-up needs.
Common activity types surfaced include:
- Emails sent, opened, and replied to
- Calls placed, connected, and outcomes logged
- Meetings scheduled and completed
- Tasks created, due, and completed
- Notes and timeline updates on records
These activities are grouped into workspace sections to help you answer questions like:
- Which prospects are engaging today?
- Which reps are generating the most outreach?
- Where are follow-ups overdue?
Using the Hubspot activity feed
The activity feed is the central list of recent work completed by you and your team in the sales workspace.
From the activity feed, you can:
- Scan a chronological list of logged calls, emails, meetings, and tasks
- Open the underlying contact, company, or deal record in a new tab
- Review notes, outcomes, and follow-up dates
- Check which team member completed each activity
Use the search and filter tools in the feed to narrow the list down to exactly what you want to review.
Filtering Hubspot sales activity
Filters allow you to create a focused view of activity so you can review specific segments or time periods.
Typical filter options in the sales workspace include:
- Date range – see activity from today, this week, this month, or a custom range
- Activity type – limit the feed to calls, emails, meetings, tasks, or notes
- Owner – review work completed by a specific rep or team
- Record type – show only contact, company, deal, or ticket activity
To apply filters:
- Open the filters panel in the activity section.
- Choose one or more filter criteria.
- Apply changes to refresh the list with your new view.
Save frequently used combinations as views so you can return to them quickly in Hubspot.
Sorting and scanning the activity list
Sorting options make it easier to prioritize which work to review first.
Common sort choices include:
- Most recent activity – default sort to see the latest actions at the top
- Oldest activity – identify older outreach that may need new follow-up
- Owner – group work by rep to evaluate individual performance
Use short review sessions to scan activity in batches and leave comments or create follow-up tasks directly from the feed when needed.
Reviewing individual records from Hubspot activity
Every activity line item in the feed links back to a contact, company, or deal record stored in Hubspot.
- Click the name of the record in the feed.
- Review the full timeline, including all past calls, emails, meetings, and notes.
- Check key properties such as lifecycle stage, deal stage, and owner.
- Create new tasks, log calls, or send emails as next steps.
Jumping between the feed and detailed records helps you understand the full context behind each interaction.
Evaluating engagement quality
As you review records and activity, pay attention to engagement signals such as:
- Email open and reply rates on sequences and one-to-one outreach
- Call connection rates and outcomes like Connected or Left voicemail
- Meeting show rates and follow-up actions after calls
- Task completion trends and overdue follow-ups
These insights help you coach reps and refine your sales playbook inside Hubspot.
Exporting Hubspot sales activity data
Sometimes you need sales activity outside the workspace for deeper analysis or sharing with leadership.
To export activity data:
- Open the activity or relevant object view in your sales workspace.
- Apply filters for the date range, owner, and activity types you want.
- Use the export option (usually found in the top-right actions menu).
- Select a file format such as CSV or XLSX.
- Confirm the export and download the file when it is ready.
Once exported, you can analyze the file in spreadsheet tools or connect it to business intelligence dashboards.
Best practices for activity exports
To keep exports useful and secure, follow these practices:
- Limit exports to the smallest required date range.
- Exclude properties and fields you do not need in your analysis.
- Store files in a secure, access-controlled location.
- Refresh exports on a regular schedule instead of creating many ad hoc files.
Improving sales performance with Hubspot data
The sales workspace is more than a reporting surface; it is a coaching and optimization tool.
Use activity data to:
- Identify high-performing outreach patterns and replicate them across the team.
- Spot bottlenecks, such as many calls without follow-up meetings.
- Track adoption of playbooks, sequences, and call logging standards.
- Align sales and marketing around engagement data on shared records.
Schedule regular review sessions using saved workspace views and exports so your team consistently acts on the insights generated inside Hubspot.
Additional Hubspot resources
For detailed, official guidance on reviewing sales activity in the sales workspace, see the original documentation here: Review sales activity in the sales workspace.
If you want expert help designing revenue operations processes, CRM architecture, or sales reporting around your workspace setup, you can explore consulting services at Consultevo.
By consistently using the sales workspace, filters, activity views, and exports, your team can turn everyday sales actions in Hubspot into reliable, repeatable growth.
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