creat a dashboard for CEO

Smart CRM & Sales Hub Dashboards & Reporting
1

Hello everyone, i need your helpppp!

i want to create a dashboard, the X-axis is country, and the Y - Country is the crew number. the question is that, i want to get the HubSpot team for X-axis, the questions is that if i pull the data from parent team, the data in nested team couldn’t be included.

for example. there are 2 parent team, US & UK

US has 2 nested team US West & US East

US has 2 nested team UK West & UK East

I only want to display US and UK in X-aixs, and the data is NULL, it should be US=US West +US East, UK=UK West + UK East.

what can i do to group different nested team data to the parent team?

2

Hey @Jaylin - Interesting ask, I don’t believe there is an out-of-the-box way to build this in a report.
My solution would be to create a custom property ‘Parent team’ and use a workflow or a custom equation calculation property to set ‘Parent team’ as either ‘US’ or ‘US’ dependent on the ‘HubSpot team’ assigned.
If you only needed to access this information in the report you could alternative build a formula field using ‘If’ logic - info linked here