Create a dashboard for a specific user

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Hello HubSpot users! I would like to create a dashboard for a particular sales person. I'd like to see how many emails sent, meetings set, calls made, deals created. How do I create it for an invidiudal with these parameters? Thanks in advance! 

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Community Thought Leader | Diamond Partner

Hi @Shoff 

 

If you add the filter 'activity created by' to the standard activity reports, you can see by individual sales rep. For other reports adding 'contact owner is' can be useful. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

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Community Thought Leader | Diamond Partner

Hi @Shoff 

 

If you add the filter 'activity created by' to the standard activity reports, you can see by individual sales rep. For other reports adding 'contact owner is' can be useful. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post