Hi
I amadmin of Hubspot and an end user has sent me this screenshot whereby their Metrics Ribbon is blocked. I have not changed any settings at all so not sure what is happeneing here?
No others in his Peer Group have this issue
Hi @JGray30,
It’s not documented which permissions exactly are needed to view deal insights, but the notice suggests that it’s report permissions. HubSpot user permissions guide – this would be the first thing to try.
- Go to Settings > Users & Teams.
- Select the user.
- Under CRM → Deals, verify they can view deals in the relevant pipeline or team.
- Under Reporting, ensure the following are ON:
- Reports access
- Dashboard, reports, and analytics set to View
If that doesn’t work, compare permissions with a user for whom deal insights are displaying and check which differences there are: Manage user permissions
If that doesn’t help, HubSpot support can confirm which permission exactly is required and also point out to the responsible team to update the documentation: Review data metrics on deal views
Best regards!
Hi @JGray30
You can check the “Reports” access is not just enabled, but that “View” permission is granted under “Dashboards, reports, and analytics.” Also, confirm if the user’s CRM access to Deals includes all pipelines/teams they need insight into.
Sometimes, it’s restricted unintentionally. It’s also worth knowing that Metrics ribbon in the Deals view pulls in a lightweight internal report. If that specific report was deleted or restricted (rare, but possible if custom), the user might see that error even with general permissions intact. If all else fails, compare this user’s permissions to someone who can see the ribbon that often helps spot subtle differences quickly.