Hello,
I have the following suggestions related to dashboards and reports:
- When a dashboard is exported/shared, I would like the downloadable Excel format of all reports and the images of all the reports in the dashboard to be allowed to be sent in one single email. As of now, these need to be sent as two separate emails.
- In the bar graphs, is it possible to display the percentage of individual columns along with the value, as it is displayed in the pie charts?
Regards,
Ajay
A workaround to reduce manual work as this gets considered at HubSpot- pull your HubSpot reports into Google Sheets with a HubSpot data connector like Coefficient, auto-sync your data to excel & build your dashboard once. Then set a refresh schedule to update the data automatically or on-demand. This helps you avoid the manual export and formatting everytime you build reports. Share the live spreadsheet link with your team or setup automated emails with chart snapshots using Coefficient. Gives you the consolidated export and you can also setup the percentage label you’re looking for.
Not the same as having it native in HubSpot, but might cover the workflow in the meantime.