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Clone entire dashboard in Reporting Add-on

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

HubSpot updates
13件のコメント
Jeremy_S
一般投稿者

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

Merch
新規投稿者

This would be extremely useful

Nbrooks101
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. 

Filemon
新規投稿者

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

specksie
常連投稿者

 we need this!

haggie01
一般投稿者

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

Bettinarf
トップ投稿者

We need this too!!!

Filemon
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

Leah2
一般投稿者

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

namujg
常連投稿者

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