Dashboards & Reporting

Shoff
メンバー

Create a dashboard for a specific user

解決

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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Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Create a dashboard for a specific user

解決

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 | HubSpot Website Agency

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Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Create a dashboard for a specific user

解決

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 | HubSpot Website Agency