Clone entire dashboard in Reporting Add-on

Instead of cloning each individual module - please enable cloning of entire dashboard to new dashboard.

13件のコメント
新規投稿者

Agree. It's incredibly onerous to duplicate dashboards that reflect a particular account.

新規投稿者

This would be extremely useful

一般投稿者

+1 for this. This feature would save me SO much time. Right now I have to manually make each new report for each of our four verticals and products. 

新規投稿者

 +1 personal dashboard for a large sales team is essentially not an option without this feature

常連投稿者

 we need this!

一般投稿者 | Gold Partner
一般投稿者 | Gold Partner

We need this too! When will this be added to the Reports Add On?

常連投稿者

We need this too!!!

新規投稿者

I found a 'solution' that worked for us.

 

Create the dashboard you want your salespeople to see, and set filter owner = me. This will set the graphs in such a way that it will show the numbers of the person looking at it.

 

That way you can create 1 dashboard that works for all salespeople.

 

The downside is that it doesn't work for management as you'll only see numbers that are 'yours', which is probably all Null

一般投稿者

THIS STILL HASN'T BEEN IMPLEMENTED? come on hubspot. this should be an easy one.

一般投稿者

We really need this feature enabled, this would save so much time for us.

常連投稿者

 This will be a massive time saver!

HubSpot製品開発チーム
HubSpot製品開発チーム
ステータスに更新: Delivered

This feature is now live for all portals that have access to custom dashboards. Find out more about how to use this feature in the product update announcement or in this knowledge doc

常連投稿者

Thank you very much!! This is a great feature!!