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Change Default Dashboard

Status: Delivered
MattF
Submitted by on ‎Aug 30, 2017 1:29 PM

The ability to adjust which created Dashboard is shown as default would be extremely helpful. Currently, myself and members of our Sales team need to navigate away from the current basic "Sales Dashboard" in order to access our custom one that is primarily used. Having this new dash load upon log-in would be very nice!

 

Thanks!

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14 Replies
Cheddarburg
Member
‎Dec 28, 2017 5:15 PM

I agree. We just had a client ask for the same thing. 

Trevor
Contributor
‎Dec 28, 2017 5:26 PM

This would be fantastic!

Bastian79
Participant
‎Jan 23, 2018 5:13 PM

Couldn't agree more - do not have your personal dashboard on the dashboard "homepage" is just not efficient and is not what Hubspot's **bleep** proposition is about...

IanPAE
Member
‎Jan 24, 2018 2:59 PM

Yes,  a way to change the default dashboard would be very nice. Not every team member needs the same information and being able to change it more reliably would be a time saver. 

 

 

BrianR
Participant
‎May 11, 2018 1:01 PM

It seeks exceptional strange that a tool designed to drive sales can't assign the primary dashboard view based on the primary function of the user. Your main dashboard view should be based on what you do as a job function. I am not in marketing, therefore I have no need for the features that would bring me. I want to see sales related graphs and reports when I log in or click my home. It just seems like extra click being created when if you gave the user the ability to chose which dashboard is the default based on their role it would be better. Just my opinion, but Im sure there are a lot of salespeople who would feel the same.

 
mdoug-e-fresh
Member
‎May 15, 2018 3:38 PM

Yup, as a sales rep, seems like table stakes to be able to make the sales dashboard my default view.

SusanH
Member
‎May 15, 2018 5:05 PM

I agree . .  come on Hubspot . . basic CRM features we're looking for here!!!!

lrothschild
Member
‎May 21, 2018 3:35 PM

Yes please!

sales
Member
‎May 23, 2018 3:09 PM

Another vote - this is basic stuff Hubspot team!

Substratum
Participant
‎Jun 26, 2018 3:35 PM

Yes, I want sales as my default.

falolie
HubSpot Employee
HubSpot Employee
‎Jun 26, 2018 4:03 PM

For anyone interested in this Default Dashboard functionality, it is now live for all Hubspot portals

rename dash.png

sales
Member
‎Jun 26, 2018 5:12 PM

AWESOME thank you. Team loves it!

 

 

Status updated to: Delivered
Julia_Bliss
HubSpot Product Team
HubSpot Product Team
‎Jul 23, 2018 9:56 AM
 
mbinyc
Participant
‎Jul 26, 2018 5:08 PM

From where can we reach the menu to disable, enable dashboard reports?