Dashboards & Reporting

M_Mickey
Participant

Issue of links to deals from reports on dashboards not popping up when screen sharing on Teams

During our weekly Sales & Marketing meeting we look at a dashboard that shows the deals won and deals losts per sales person. The report shows a total value but its highlighted blue so you can click on the link and a pop up opens and shows what deals make up that amount. When we're having our virtual meetings using Microsoft Teams, the pop up only works about 10% of the time. Is anyone else experiencing this? 

5 Replies 5
SRobinson2
Participant

Issue of links to deals from reports on dashboards not popping up when screen sharing on Teams

Hi, I just  worked this out with the support team.

 

When sharing, choose the entire Screen, not just the Window. MS Teams looks to be preventing the in-window pop ups because we have limited what MS Teams is sharing by choosing the Window option.

 

 

0 Upvotes
Aclark1
Participant

Issue of links to deals from reports on dashboards not popping up when screen sharing on Teams

Was there any resolution to this?  We are having the same issue now when presenting in Teams. 

0 Upvotes
jroux
Participant

Issue of links to deals from reports on dashboards not popping up when screen sharing on Teams

We are having the same issue here. Unable to drill into reports during sales meetings on MS Teams. We cannot screenshare more than a surface level dashboard.

0 Upvotes
JessicaH
HubSpot Alumni
HubSpot Alumni

Issue of links to deals from reports on dashboards not popping up when screen sharing on Teams

Hi @M_Mickey,


Thanks for reaching out.
I want to tag in some subject matter experts to see if they have any suggestions.
Hi @mike-ward @Daniel_Bleich @Dan1, do you have any thoughts on this?

Thanks!
Jess  


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0 Upvotes
Aclark1
Participant

Issue of links to deals from reports on dashboards not popping up when screen sharing on Teams

Was there any resolution to this?  We are having the same issue now when presenting in Teams. 

0 Upvotes