HubSpot Ideas

Nickdhutchinson

Ability to share dashboards externally

It would really benefit our team if we would be able to share our dashboards with customers. I have tried the email function but unfortunately, it cuts half of the dashboard out.

 

A live dashboard would be even better 🙂

 

Nick

HubSpot Updates
April 07, 2022 11:07 AM

Hello!

 

My name is Shanker Sahai, I am the Product Manager for the Reports Management team and I am looking to speak to customers to learn how they would like to share reports and dashboards to Non HubSpot users or users. I am interested in learning more about what channels you wish to share reports or dashboards in (Email, Slack, etc etc), access control, type of file (PDF, CSV, PNG) and security.

Please email me at ssahai@hubspot.com

Thank you
Shanker

42 Replies
jmadore
HubSpot Employee

Totally agree - I've had a number of customers chat in looking for ways to share their dashboard information externally, and there doesn't appear to be a great solution here.

If there was a live link, or a way to share accurate dashboard data with people who aren't users in the portal, customers would appreciate this!

Kchill1980
Member

We need this as well.

LenaF
Member

+1 on this! Just came across the same issue, where emailing the dashboard distorted the look of the charts. 

rocketlanding
Member

This is a major point for us as well. We need to provide the dashboard information externally.

bksd1
Member

Agreed! We need to create specific dashboards that can be shared externally. 

mattgeller
Contributor

This would be SO valuable!

tdavidson
Member

Upvoting this for a Customer who would truly benefit from this functionality! 

Data
Member

I was just about to write an idea for the same exact thing.

FBuguet
Participant

Another way you could share custom reports externally would be to sync data with Google Data Studio and manage custom access control easily.
Your dashboards are easily changeable to create a custom view for the external user (without having to create another seat on your Hubspot license).

We are working on a free connector between Hubspot and Google Data Studio with whaly. You can request for a free access directly on the landing page.

AMarcus
Member

Yes! Need this big time!

jwisard
Member

This feature would be valuable to us. 

nthatcher-airbr
Contributor

On top of being able to share the dashboard externally, it would be wonderful if we could get custom dashboards that are specific to each account's metrics as opposed to sending general dashboards to customers. 

We are currently working on a project with the goal of sending usage reports automatically to the customers every time they reach a certain threshold of usage. This would be invaluable to have built into the Automation portion of Hubspot! 

GLarson
Member

+1 on this idea.  We really need to be able to share a live feed dashboard with partners

VGriesdoorn
Member

+1 to this feature request.

jgillan
Member

Yes would love to be able to set up the recurring email to email a user that isn't in Hubspot for distribution of the statistics in the company a bit easier.

Amita
Participant

Yes please! This would be so helpful!

roey
Member

100% with this, we need to share reports with our investors and partners and there is no reason for us to create a user for them to be able to see reports. Pretty strange that there is not an option for something that is a pretty basic requirement. 

leslieb
Participant

100% an essential feature for us as well!

 

Especially as we try to share the progress/impact our marketing team is having through our growth stages, not everyone needs/wants to be in HubSpot.

DaniFeldsher
Member

+1 on the idea

CharlieK2
Member

Yep! It is really stupid that this is not available yet...