I am trying to create a dashboard based on lists.
The reason is that we have lists for:
- Forms (enquiries)
- Tickets
I want to keep track on how many enquiries and tickets we sell. But I can’t find out how to create a dashboard based on lists.
I am trying to create a dashboard based on lists.
The reason is that we have lists for:
- Forms (enquiries)
- Tickets
I want to keep track on how many enquiries and tickets we sell. But I can’t find out how to create a dashboard based on lists.
Hey @JMockler,
You can utilize a list membership in your reports to filter down to only contacts that are members of those lists:
Hope this helps!
Hello both,
I had the same question and I’m aware that I can use the “list membership”. However, my concern is the way it’s displayed. I want to see the list as a list and not as a graph.
Is there a way to do this?
Thanks!
Hi @CEdwin,
Thanks for reaching out to the Community!
Unfortunately, that isn’t possible at the moment; however, I’ve noticed a similar idea already present in our Ideas Forum: Add Contact Lists to Dashboard
To contribute, upvote the existing idea and share more details about your specific use case in the comments.
Thank you!
Best,
Diana
Hi @JMockler and @DianaGomez ,
I’ve added a possible solution to this problem on this post, please visit it. Hope this works for you.
Adding list to the dashboard
Thank you
Hi @CEdwin,
The link you shared leads to an idea, and I don’t see any solution from your side in the comments. Could you please share the link to the solution you mentioned?
Thanks!
Diana
Hi @DianaGomez ,
It looks like It’s still waiting for approval to be posted on the page. Not sure why, but the idea is this -
Create a list.
Go to the dashboard and click on “Actions” > “add external content”
Click on “other content” and just copy-paste the link to the list.
Thank you,
Cedwin
Fantastic, thanks for letting me know! I’ve approved the comment on the idea.
Thank you! @DianaGomez