Hi All!
I’m looking for some examples of account management/customer service and success reports and dashboards to share. Trying to give a visual idea of the power of HubSpot’s reporting tool from an account management perspective.
Can anyone signpost me to a good resource for things of this nature?
Thanks!
Hello @HazelJohnson thank you for posting in our Community!
I want to share this knowledge base with more information about custom reports.
And I want to invite our top experts to this conversation @franksteiner79 @jolle @crispyGTM any recommendations for @HazelJohnson matter?
Thank you,
Pam
Hi Pam, many thanks for coming back to me! Ive been through the knowledge base articles and these are helpful for building reports, however im just after some JPEG/PNG/PDF examples for a HubSpot client rather than steps to build, tricky to build out a customer success/account management dashboard without compromising data so a bit stuck! Thanks 