Get the Performance Reporting by Workflow onto a Dashboard

[AmandaRogers]

Trying to get the performance section of a Workflow/ Campaign into a dashboard. Seems really simple… not so.

Anyone make this happen?

If not, Can this be a feature request?

Tried support - they couldn’t help.

[karstenkoehler]

Hi @AmandaRogers,

At this point, the only way to get this onto a dashboard is by embedding the workflow performance page onto the dashboard: Embed external content on a dashboard

It doesn’t look nice but at least it’s all in one place.

In terms of requesting this, some users have already done this: https://community.hubspot.com/t5/HubSpot-Ideas/Workflow-Dashboard-Reporting/idi-p/325080

As of earlier this year, the product team is planning to release better reporting features for workflows on dashboards. I’d recommend commenting and upvoting.

You can also make it easier for others to find the request and for it to get more traction by accepting my reply as a solution. I’d appreciate it, too.

Have a great day!

[AmandaRogers]

Hi Karsten,

We did what you suggested and while it’s not pretty, it does work.

Thanks for the solution. I might add that the location of adding an external content block has moved in the recent update and is now under “Actions”.

Thanks for the work around!