Add Hubspot Reports into Dashboards

[JGibbs4]

There are some Hubspot Reports that cannot be added into Dashboards - like the Recurring Revenue Report and the CES 'How Customers feel about your support experience' (to name just two). This makes it difficult for our executives to report, as they have to know to navigate to different parts of Hubspot to get the data they need, instead of our single Executive Dashboard.

[karstenkoehler · Accepted solution]

Hi @JGibbs4,

I agree, this would be great. Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Allows-you-to-save-all-reports-in-the-dashboards/idi-...

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

As far as workarounds go, I typically place text boxes (Actions > Add images, text, or video) to dashboards, including links to quickly access those other sections in HubSpot. Alternatively, you can also embed other pages within HubSpot on a dashboard. It's a strange experience but will get you everything in one place. https://knowledge.hubspot.com/dashboards/embed-external-content-on-a-dashboard

Have a great day!