I’d like to import some accounts information into HS so that our sales people can see the key financial metrics for the year against budget. Just key things like Turnover, Expenditure, Profit, EBITDA. As it’s independent info, I was thinking to set up a new pipeline and use myself as the subject of some sort of dummy deals so I can then put bar chart report on our Dashboard. Does anyone have any experience or ideas about this?
Related topics
| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| REPORTS & DASHBOARDS copy to other Hubspot Accounts | 0 | 78 | December 11, 2025 | |
| Finance Hub | 1 | 835 | December 11, 2023 | |
| Export target account dashboard | 6 | 1521 | February 28, 2024 | |
| Dashboard's particular KPI data extraction using APIs | 2 | 1013 | July 19, 2024 | |
| Récupérer information faturation compte hubspot | 2 | 1419 | November 14, 2024 |