Ability to put a dashboard on a big screen and have it auto-refresh

[BKennedy]

We would like to display a HubSpot dashboard on a big screen in the office and put it into full screen mode. The current issue we have is that the dashboard doesn't auto-refresh. It would be great if we could set it to auto-refresh at set intervals and it still maintains its full screen view.

[SGPRESZLER]

BKennedy, 

So, my company built a product that auto-refreshes daily ( it actually could be faster but it uses an exported email which is only daily).  We have been trying to do this for years and we happen to be in the reporting/analytics business.  We love HubSpot and use it internally, but the reports and dashboards get lost and are hard to share especially for external use (outside of the users in the system).   As an executive I have spent too much time telling my staff we need to hit numbers, and my systems data and reports can't be shared.  Ugh.

Our engineers tried many ways to legally connect and take screenshots to display on any screen, but due to all the security etc.  failed to figure out a way, other than rebuilding the reports in another tool.  Thanks to HubSpot and its ability to export reports out to email we stumbled onto a kind of hack that we use.  We can now put these reports on TV's, MS teams, and slack, and we now show off the top 10 reports to my team daily. 

You need to download a free trial of our software from RocketScreens to try it, but here are the steps to follow.  Basically, an admin will set up a forwarding of all reports and dashboards you want to use then RocketScreens does the rest.  

Here is a step-by-step once you have set up your trial account. - RocketScreens – Email Apps & Forwarding

This document will cover the setup process for using the Email Screenshot & Email Attachment apps in RocketScreens, as well as setting up email forwarding in Outlook.

RocketScreens App Setup

1. Log in to RocketScreens.
2. Go to the Channels Tab and select the desired Channel.
3. Create an App of either “Email Screenshots” or Email Attachments”.
4. During the app creation process, the app will provide you with a RocketScreens email address. For example, ##@$#....@#@mail.app.rocketscreens.com.
5. Once the app is created, any content sent to the provided email address will be pulled into RocketScreens, either as a Screenshot or by downloading the attachments (depending on the app type).

Email Forwarding in Outlook

1. Open your Settings menu in Outlook. You may need to click a button label “View all Outlook settings”.
   
2. Select the Mail -> Rules tab.
   
3. Select “Add new rule”
   
4. Set the “Rule Name” as something easily recognizable. E.G. RocketScreens Hubspot Daily Reports
5. Set the Conditions to forward the email. I suggest the following:
   1. Add a condition for “Subject Includes” and match the subject as closely as possible.
   2. Add a condition for “From” and enter the email address that will deliver the report. E.G. noreply@hubspot.com
   3. Add an action for “Forward To” and enter the RocketScreens email address.
      
6. Click Save.
7. Any emails sent to your address will which meet the subject and from conditions will be forwarded to the provided email address.

Good luck, we love having Hubspot reports out there.