Q: Is it possible to export a pdf-type image of our Deals board? I'm looking for something I can show in presentations and other (non-HubSpot) reports.
The lack of an easy option to export HubSpot visuals has been a serious deficiency on the platform since its inception. In fact, we so routinely receive requests for HubSpot visuals in documentation that we've resorted to using many of the following on a regular basis.
This is a huge benefit to presenters who don't want to risk putting production data in front of their audience. It also has the benefit of allowing adhoc drill down should a presentation call for one.
Each presenter can have their own test portal with test data they create themselves.
Live highly customizable dashboards that show HubSpot data right alongside other relevant info like Google Analytics data (and up to 60 other native integrations).
Q: Is it possible to export a pdf-type image of our Deals board? I'm looking for something I can show in presentations and other (non-HubSpot) reports.
The lack of an easy option to export HubSpot visuals has been a serious deficiency on the platform since its inception. In fact, we so routinely receive requests for HubSpot visuals in documentation that we've resorted to using many of the following on a regular basis.
This is a huge benefit to presenters who don't want to risk putting production data in front of their audience. It also has the benefit of allowing adhoc drill down should a presentation call for one.
Each presenter can have their own test portal with test data they create themselves.
Live highly customizable dashboards that show HubSpot data right alongside other relevant info like Google Analytics data (and up to 60 other native integrations).