HubSpot Academy Support

TopShub
Member

Different Options On My Dashboard

SOLVE

I'm admittedly an avid overthinker, so I'm sure I missed some really basic step somewhere along the way. But, I'm simply trying to go through the Academy videos and "follow along" with the excercises as recommended. 

 

I just got to the first hands-on section "Understanding the Sales Hub Starter Tools" >> "Increasing Your Efficiency With Email Templates..."

Right off the bat, the dashboard the instructor shows has a menu at the top: "Contacts | Conversations | Marketing | Sales | etc..."

AcademyDash.jpg

 

I do not have this menu bar, therefore I do not have these options. I've clicked around the menus and the options, and I simply cannot find a dashboard that looks anything like this—more specifically, the option to "click on 'Conversations'"

me.jpg

Can anybody help point out what I'm doing wrong? Where do I find these options? What is wrong with my dashboard?

 

Thanks in advance.

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1 Accepted solution
Jnix284
Solution
Hall of Famer

Different Options On My Dashboard

SOLVE

Hi @TopShub no problem, happy to help you find these locations within your account. The main navigation changed last year and we're all still learning where to find everything!

 

Here's where you can find Conversations, it's now under CRM > Inbox:

Jnix284_1-1737131935071.png

 

Inbox is where all conversations are managed.

 

As for the dashboard, you would have had to create a dashboard in your account, there isn't a default Sales dashboard included automatically, but when you go to create a dashboard you can choose from available templates.

From Reporting > Dashboards, in the upper right click Create dashboard:

Jnix284_2-1737132041243.png

 

It should look like this:

Jnix284_3-1737132084584.png

 

Scroll until you find Sales:

Jnix284_4-1737132104192.png

 

Choose the reports:

Jnix284_5-1737132118464.png

 

Set the dashboard permissions and click Create dashboard:

Jnix284_6-1737132129411.png

 

 


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon

View solution in original post

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3 Replies 3
TopShub
Member

Different Options On My Dashboard

SOLVE

@Jnix284 , thank you for the thoughtful reply. Creating a dashboard is definitely the basic thing I missed. I don't remember them saying, "you must do this first" in the Create a Dashboard video, but it makes sense. I think this should do the trick for me. All the best!

0 Upvotes
Jnix284
Hall of Famer

Different Options On My Dashboard

SOLVE
You're welcome, happy to help!

It must've changed since the videos were created, there was a time when
portals included default dashboards but I thought that was quite a while
ago.

If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon
0 Upvotes
Jnix284
Solution
Hall of Famer

Different Options On My Dashboard

SOLVE

Hi @TopShub no problem, happy to help you find these locations within your account. The main navigation changed last year and we're all still learning where to find everything!

 

Here's where you can find Conversations, it's now under CRM > Inbox:

Jnix284_1-1737131935071.png

 

Inbox is where all conversations are managed.

 

As for the dashboard, you would have had to create a dashboard in your account, there isn't a default Sales dashboard included automatically, but when you go to create a dashboard you can choose from available templates.

From Reporting > Dashboards, in the upper right click Create dashboard:

Jnix284_2-1737132041243.png

 

It should look like this:

Jnix284_3-1737132084584.png

 

Scroll until you find Sales:

Jnix284_4-1737132104192.png

 

Choose the reports:

Jnix284_5-1737132118464.png

 

Set the dashboard permissions and click Create dashboard:

Jnix284_6-1737132129411.png

 

 


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon
0 Upvotes