Hello.
Is it possible to export a pdf-type image of our Deals board? I’m looking for something I can show in presentations and other (non-HubSpot) reports.
Thank you,
Cory
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Q: Is it possible to export a pdf-type image of our Deals board? I’m looking for something I can show in presentations and other (non-HubSpot) reports.
Short A: Unfortunately no @CKizielewicz.
Longer A:
The lack of an easy option to export HubSpot visuals has been a serious deficiency on the platform since its inception. In fact, we so routinely receive requests for HubSpot visuals in documentation that we’ve resorted to using many of the following on a regular basis.
- A HubSpot development portal just for presentations!
This is a huge benefit to presenters who don’t want to risk putting production data in front of their audience. It also has the benefit of allowing adhoc drill down should a presentation call for one.
Each presenter can have their own test portal with test data they create themselves.
- Screenshot tools (e.g., FireShot Chrome & Firefox)
Screenshots are particularly useful for documenting workflows -- the logic of which can be very difficult to explain without visuals.
- Video Snapshot Tools (too many to list)
- Charting Tools (e.g., Lucidchart, Visio, etc.)
We’d never even try to explain the complex, cost-saving uses for HubSpot smart lists without a charting tool to illustrate the relationships.
Live highly customizable dashboards that show HubSpot data right alongside other relevant info like Google Analytics data (and up to 60 other native integrations).
Hope that helps.
Please include @MFJLabs if you’d like me to respond.
Hi, Frank.
Thanks for taking the time respond - really appreciate the explanation! That all makes perfect sense.
Cory
Vote, comment, share this feature request: https://community.hubspot.com/t5/HubSpot-Ideas/Forecast-Dashboard-Export-as-a-graph/idi-p/185223