Dashboards & Reporting

MJMacpherson
Member

Trying to create a dashboard with target account information

SOLVE

Hi,

 

I am fairly new to reporting and dashboards. My CEO wants a dashboard that shows all our target accounts (a custom created property in the company record) and status of activity and deals for each of those acconts all in one place. I am trying to do that but it its not working or it shows nothing. Can a report be built on custom property of a company and include deal stage, status, close date and amount? I am thinking its simple, maybe I am overthinking it! Any help would be greatly appreciated.  Thank you!

 

2 Accepted solutions
Jonas_De_Mets
Solution
Top Contributor

Trying to create a dashboard with target account information

SOLVE

Hi @MJMacpherson,

You should be able to create this when you use the custom report builder and select companies & deals:

Jonas_De_Mets_0-1712601537345.png

 

Hope this helps!

 

 

Jonas De Mets
RevOps & Co-Founder @ Koalify

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Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Trying to create a dashboard with target account information

SOLVE

Hey @MJMacpherson 

this is easy.

You can create a company +deals report

and use the filter tab were your custom property value is "know" or the value for example "target".

If you are already building this

you can share a screenshots so we can guide you through.

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

View solution in original post

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2 Replies 2
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Trying to create a dashboard with target account information

SOLVE

Hey @MJMacpherson 

this is easy.

You can create a company +deals report

and use the filter tab were your custom property value is "know" or the value for example "target".

If you are already building this

you can share a screenshots so we can guide you through.

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes
Jonas_De_Mets
Solution
Top Contributor

Trying to create a dashboard with target account information

SOLVE

Hi @MJMacpherson,

You should be able to create this when you use the custom report builder and select companies & deals:

Jonas_De_Mets_0-1712601537345.png

 

Hope this helps!

 

 

Jonas De Mets
RevOps & Co-Founder @ Koalify

Connect via LinkedIn


Did my reply help answer your question? Please mark it as a solution.

0 Upvotes