Hello -
Can anyone please help me figure out how can I make a customizable data entry dashboard? Meaning the data will be inserted manually. My company has a different KPIs and I have been trying to put them in one dashboard for my boss. Please if you know I truly would appreciate your help.
Thank you
Hi @AAlghamdi,
In general, HubSpot reports are read-only, no exceptions. It’s not possible to click into any report and change a data point right within the report.
However, if that report is looking up data from records, e.g. visualizing the count of deals by Close date, you can edit the Close date right within deal records. The report will then reflect this change.
What exactly are you trying to edit?
Best regards
Our sales KPIs has a few manual data entries that the team are doing. I am
just onboard so I am trying to automate this whole daily KPI. Should I
create properties or objects for each deal?
Thank you so very much for the response!!