topic Customising an existing report on Sales Dashboard in Dashboards & Reporting

Customising an existing report on Sales Dashboard

CHinam — Tue, 25 Jun 2024 14:04:24 GMT

I have created a sales dashboard for my business using a dashboard template (currently using the free version of hubspot so don't have the option to customise my own dashboard reports). Is there a way to manipulate the reports already preloaded in the sales dashboard to show specifically: number/details of deals still at enquiry stage *per ticket*?

Any help really appreciated - thanks!

Re: Customising an existing report on Sales Dashboard

karstenkoehler — Tue, 25 Jun 2024 15:37:01 GMT

Hi @CHinam,

This level of customization requires the custom report builder, available only in Professional and Enterprise subscriptions: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

This is not possible in the free CRM unfortunately.

Best regards