topic Re: upcoming meeting dashboard in Sales Hub Tools

upcoming meeting dashboard

ahmaddirani — Thu, 21 Feb 2019 08:19:51 GMT

Hello Guys,

I am wondering how can i see my upcoming meetings on a dashboark like the tasks is there any idea?

I've searching for a solution since 2 days I read articles and used youtube but I couldn't have an answer

Re: upcoming meeting dashboard

MFrankJohnson — Thu, 21 Feb 2019 08:25:47 GMT

There is no HubSpot 'upcoming meetings' dashboard. You'd use your own HubSpot-integrated calendar for that.

If your calendar is integrated with Zoom Meetings (a HubSpot Connect Partner), Zoom Meetings will automatically show you upcoming meetings for the day. (by default)

HTH

Re: upcoming meeting dashboard

ahmaddirani — Tue, 26 Feb 2019 15:56:37 GMT

Ahaa well noted and thank you for your reply appretiate your time

Re: upcoming meeting dashboard

apexpred — Tue, 30 Apr 2019 16:20:50 GMT

I am looking for something similar as well. unfortunatley looking at Google calendar has become a bit of a tedious task because It doesn't link back to the contact directly, you'd still have to go into Hubspot and lookup the contact.

That's why having a Hubspot dashboard for arranged events would be useful,

or alternatively automatically inserting a link to the contact in the created event upon creation.

Re: upcoming meeting dashboard

kbjornaas — Wed, 18 Sep 2019 20:01:29 GMT

I've done this easily using a Team Activity report with the below filters on

The output is a list of the meetings within that time frame. You can add additional filters like assigned to.

Now with drillable reports, you can get a visual report with similar filters and drill down to get to the data.

Re: upcoming meeting dashboard

apexpred — Thu, 19 Sep 2019 10:43:22 GMT

Yeah same here, but it's not ideal because you can't quickly land on that screen from a browser bookmark.

Also you can't arrnage the meeting by chronological order..

Re: upcoming meeting dashboard

Conzo427 — Wed, 20 Nov 2019 21:15:26 GMT

OK, I see it in my calendar, but there is no reference of the company that the meeting is with. So I know I am suposed to be at a meeting in 15 mins, but I don't know with who! Please help ASAP!!!

Re: upcoming meeting dashboard

Conzo427 — Wed, 20 Nov 2019 21:17:05 GMT

Exactly! I have a meeting in 15 mins, but I don't know with who!!!!

Re: upcoming meeting dashboard

Zacher711 — Thu, 09 Jan 2020 14:47:41 GMT

Did anyone succeed with this? I am a newbie to Hubspot and am using the Sales > Tasks > Start Queue feature but I have to keep jumping to my Google Calendar tab to see what is happening today. I fear I may miss something and of course my events in G Calendar are not integrated as well as they perhaps could be into Hubspot.

Anyone? (I used PipeDrive and liked that dashboard......................)

Re: upcoming meeting dashboard

JLC — Fri, 24 Jan 2020 15:34:42 GMT

I am looking at how to make this easy for my sales team as well. Any ideas?

Re: upcoming meeting dashboard

Zacher711 — Fri, 24 Jan 2020 15:36:19 GMT

All I can tell you is that they're working on this 🙂

Re: upcoming meeting dashboard

apexpred — Sat, 08 Feb 2020 19:42:04 GMT

One work around for this is to use a third party scheduling app, I am now using Calendly, but obviousley, this assumes that you need to book all apointments through calendly so you have a nice daily view of your calls. BUT, it also still doesn't link back to the Hubspot contact..

Re: upcoming meeting dashboard

kristoferleifs — Thu, 21 Oct 2021 11:23:26 GMT

We need this for administrative purposes, it is such a little thing but really important to have.

Re: upcoming meeting dashboard

inboxhannah — Sat, 18 Oct 2025 15:56:16 GMT

@ahmaddirani You might find this helpful: I put together a post on how to tag upcoming meetings in HubSpot using custom properties and workflows. It makes it super easy for your team to see at a glance whether a contact:

Has a meeting scheduled today or in the future
Had a meeting, but it's in the past
Has no meetings on record

https://www.inboxhannah.com/blog/upcoming-meetings

You could definitely incorporate this into a custom report and build it into a dashboard. I know it’s not a native feature, but hopefully it helps as a workaround!