Dashboards & Reporting

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sanforda1

‎Sep 30, 2019 10:22 AM

Teilnehmer/-in

Managing the dashboard

lösung

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

Sales Dashboard
0 Upvotes
1 Akzeptierte Lösung
Josh
Lösung
Trendsetter/-in | Platinum Partner

‎Sep 30, 2019 11:08 AM

Trendsetter/-in | Platinum Partner

Managing the dashboard

lösung

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

Lösung in ursprünglichem Beitrag anzeigen

2 Antworten
Josh
Lösung
Trendsetter/-in | Platinum Partner

‎Sep 30, 2019 11:08 AM

Trendsetter/-in | Platinum Partner

Managing the dashboard

lösung

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

‎Okt 1, 2019 7:40 PM

Teilnehmer/-in

Managing the dashboard

lösung

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

0 Upvotes

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Managing the dashboard
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...
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...
Sales
Oct 1, 2019