Dashboards & Reporting

sanforda1
Participante

Managing the dashboard

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I'm in a free trial and cannot view or edit the dashboard.  Is this feature disabled?  Thank you.

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1 Soluciones aceptada
Josh
Solución
Experto reconocido | Partner nivel Platinum
Experto reconocido | Partner nivel Platinum

Managing the dashboard

resolver

Hi @sanforda1,

 

In a trial, you should be able to see and edit the dashboards. I just tested in a portal using a trial to confirm.

 

Potentially this is related to permissions or the specific dashboard limitations based on the version you are trialing.

 

I'd be happy to screen share with you to try and troubleshoot. If you'd like to do that, either book some time with me.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

Ver la solución en mensaje original publicado

2 Respuestas 2
Josh
Solución
Experto reconocido | Partner nivel Platinum
Experto reconocido | Partner nivel Platinum

Managing the dashboard

resolver

Hi @sanforda1,

 

In a trial, you should be able to see and edit the dashboards. I just tested in a portal using a trial to confirm.

 

Potentially this is related to permissions or the specific dashboard limitations based on the version you are trialing.

 

I'd be happy to screen share with you to try and troubleshoot. If you'd like to do that, either book some time with me.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

sanforda1
Participante

Managing the dashboard

resolver

Thank you for your help, Josh!  I appreciate your support!

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