Ability to Customize Sales Analytics Report when Adding to Dashboard

HubSpot Ideas
1

It would be great to have the ability to customize the Sales Analytics reports when adding to a dashboard.

Fields to Customize

  1. Chart Title: The title provided is confusing the in context of most dashboards we make. The capitalization is not in title case.
  2. Axis title
  3. Ability to exclude Manual forecast amount

For example

1. Title

  • the Forecast category report title is Forecast category totals. When add to the dashboard the title changes to Forecast category using total amount. Would be better to name this Forecast by Sales Rep on the dashboard
  • And I am unable to change the title into title case i.e. Forecast Category Using Total Amount. If I can retype the tile with caps, it’d be great.

2. Axis: the X-axis label is confusing. Although the chart is for Forecast Amount, it’s labelled Manual forecast amount

3. Exclude Manual forecast amount: Currently we have no data or manual forecast amount. So all the dots are on the Y axis. There is the ability to deselect in the legend but our executives are not going to know how to do that. It would just be easier to be able to eliminate it altogether

I’ve included screen grab below and highlighted the area mentioned

MLux4_4-1672989923547.png
MLux4_4-1672989923547.png890×586 38.8 KB

2

Agree that once you add an Analytics Report to your dashboard or “save as a report”, you should be able to customize it. I wanted to add one more reporting column to the Historical Snapshot report to make this report work for us and could not. It would seem that if I have a report saved outside of the Analytics area that I should be able to customize it.