HubSpot support has informed me that charts and graphs cannot be embedded in cards for the overview or sidebars for the company object.
I’d like to create a user experience for sales users where they could click a link or easily create a YoY revenue trend chart like the one below. Clicking into a report to customize and selecting the specific account in the filters is obviously too cumbersome.
Any ideas on how use HubSpot deal data to allow user to quickly see a YoY report for a specific account? Even via a simple URL property on the company object?
Hi @PMawhinney2,
Thank you for reaching out to the Community!
My first thought was to create a custom dashboard with pre-selected filters that sales users can use to look up data on revenue.
But I also wanted to ask a couple of subject matter experts for their advice:
Hi @NicoleSengers, @Jnix284, @KTownsend, do you have any tips for @PMawhinney2? Thank you!
Cheers
Mia, Community Team
Happy to help @MiaSrebrnjak!
@PMawhinney2 you could consider creating individual user dashboards for your sales team, it could include a prefiltered copy of the report with their target accounts and the sales manager could maintain these based on their sales activity - it’s possible to update automatically if you have the company assigned to the user and include that as a filter in the report.
I highly recommend creating dashboards for your individual team members to centralize the data most important to them, it’s a great way to keep them engaged and to help drive goals during coaching with their manager.