Dashboards & Reporting

MLuciano
Participant

Dynamic external reports on dashboard

Hi!
We need to show gauge chart KPIs based on the logged user in a dashboard.

Tried with external embed content, but it will use the same url always so I wouldn't know who is the logged user.

I could import the data periodically as a custom object and then use the custom report feature of Hubspot, but it doesn't have a gauge chart.

 

Is there any way to accomplish this?

Thanks! 

5 Replies 5
danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Dynamic external reports on dashboard

@MLuciano We've had to do custom development but have done this for our CompanyOS and PRM solution at Impulse Creative. I've seen some powerful custom reports from this, which includes custom objects and associations. I'd be happy to see if we can show you what we've built if you're interested. Because you're right, it's not a simple "easy button" solution, it's custom. 

 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
MLuciano
Participant

Dynamic external reports on dashboard

@danmoyle I am ok doing a custom development as long as we can receive/get somehow the logged user and/or the filters being used on the dashboard to show a custom report that makes sense for us. If you were able to solve that it would be great to know how. Thanks!

danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Dynamic external reports on dashboard

Cool I'll send you a DM.

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
HarrisM
Member

Dynamic external reports on dashboard

Hi Dan! Can you please share the details with me as well?

0 Upvotes
kvlschaefer
Community Manager
Community Manager

Dynamic external reports on dashboard

Hi @MLuciano,

 

Thanks for reaching out!

 

This is a great question!

 

I will add some experts to our conversation to get their thoughts.

Hi @danmoyle@johnelmer@Josh@Bryantworks - Do you have any advice for @MLuciano?

 

Thanks!

 

Best,

Kristen


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