Dynamic Sales Reports per Region

RDolberg — Sun, 10 Dec 2023 10:10:23 GMT

Hi,

I'm new to HubSpot,

I was wondering if HubSpot has a feature similar to SFDC where you can create one home page dashboard of Reports that changes according to a user's permission set and Regional assignment aka Dynamic Report.

For example a Sales Dashboard of deals Status.

A user that is assigned to North America region will see only North America related deals status, LATAM user will see only LATAM related deals status etc. All this without the need to create different dashboards, filtering or sharing rules.

Please advise if it exists and how to create it ?

Thanks in advance 🙂

Re: Dynamic Sales Reports per Region

GetThatBreadZac — Sun, 10 Dec 2023 16:30:04 GMT

Hi @RDolberg !

Nice to e-meet you. The above is not possible within HubSpot right now; recommend that you post this wthin the ideas forum.

The best workaround I can think of is to set your users into regional teams shown in the KB here - after which, restrict access to the dashboard/ reports based off those teams. Seems like you may be aware of this already since you mentioned "...without the need to create different dashboard or sharng rules", but thought I share just in case (:

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topic Re: Dynamic Sales Reports per Region in Dashboards & Reporting

Dynamic Sales Reports per Region

Re: Dynamic Sales Reports per Region