Lists are so central to HubSpot that it’d be extremely helpful to be able to show them in dashboards. That way, it’d be a lot easier for me to create a single spot for management to go to get all the info the need on a campaign or a product push, for example.
Ex: I need reports that list a table of the sales of specific product(s) and the customer who bought. Right now, you have to dig into each deal to finally see what product was bought. I need to be able to let Sales know which contacts and which target ABM companies have bought a certain product. This is key in a B2B environment when we’re re making a push on a certain product. For example, I need to be able to show which contacts at which of our key target ABM accounts have bought a ticket for an upcoming training event in February. This is crucial to allow Sales to target those who’ve bought already to sell deeper into…or know which haven’t bought yet to push those. Right now, the only way to do this appears to be to create a list and Lists cannot be added to dashboards. Same as above, but by sales rep is a need too so that our VP Sales can tell which sales reps are closing deals and which are not on the current product push.