Ability to share dashboards externally

Nickdhutchinson

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
January 26, 2022 07:30 AM

YES! This is so needed! Our marketing team works out of HubSpot, but our sales team works out of Salesforce. They hate going into HubSpot and avoid it, so if I want to share a campaign dashboard with them I have to download it into a PDF regularly. Having an external link would be SO HELPFUL!!!

98 Kommentare
CLougiakis
Mitglied

This would be a great function - even in terms of sharing our email efforts to our stakeholders, having this data to be exported & updated continuously would be a tremendous help. It takes a lot of manual work now, but even if there was a function to share reports to an excel file would be great. 

JPairis
Mitwirkender/Mitwirkende

@SSahai2 this thread is 3 years old. Other than you, nothing from HubSpot but silence while the comunity is screaming for this. 
Please give us an update.

DRosier
Mitwirkender/Mitwirkende

@SSahai2 I am echoing all of the folks looking for this. 
Please give us an update.

OMutluer
Mitglied

+1

LDYAG
Mitglied

Yes please! We work with a partner network and need to be able to share key KPIs and forecast updates with them. But they need to only be able to view information relevant to their partner account. 

KateWood16
Mitglied

Another vote for this. It's really key for us to show the clients the amount and type of work we're completing for them and the child companies.

Chris-WinC
Teilnehmer/-in

We would love this feature too.  Sharing with clients a few reports on Tickets is important for us.

jnuss
Mitglied

Hubspot can you please come back to us on a awnser here.

 

We need to be able to dashboard on multiple TVs across the organisation.

 

Due to dashboards being locked down to only be viewed within hubspot / With a hubspot account makes this difficult.

 

Please setup embedded hyperlinks.

 

Cheers Jono

PMiller77
Mitglied

Yes, please!

ELockshin
Mitglied

I agree we need this ASAP

JTünte
Mitglied

It's 2023 and this function is still needed. Put it on the Roadmap 🙂

DNichols
Teilnehmer/-in

We need this too. We have some partnerships with external users who need information, and it's time-consuming to generate reports and send them manually.

RNeal
Mitglied

Is there any progress on this?

PWolf4
Teilnehmer/-in

It would be great though to consider also external data-e.g. from Tableau- and make it accessible via a HubSpot Dashboard via a Link. Another big Plus would be to grant access via the customer portal.

katiekiss
Teilnehmer/-in

I would love to be able to export the dashboard as a pdf or a powerpoint. Emailing does not work for my company due to IT security settings

cking99
Mitglied

I would love a way to share live dashboards externally without having to export them! This would be really useful.

DJ1705
Mitglied

+1

SimonB3
Mitglied

+1 on this idea!

Blake2
Mitglied

@hubspot @SSahai2 could you please give us an update on this? 3 years waiting is crazy

JGale3
Mitglied

We really need this feature as well! +1