Clone entire dashboard in Reporting Add-on

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

13 Kommentare
Mitwirkender

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

Mitwirkender

This would be extremely useful

Berater

+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. 

Mitwirkender

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

Sachkundiger

 we need this!

Occasional Contributor | Gold Partner
Occasional Contributor | Gold Partner

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

Sachkundiger

We need this too!!!

Mitwirkender

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

Berater

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

Berater

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

Sachkundiger

 This will be a massive time saver!

HubSpot Produkt-Team
HubSpot Produkt-Team
Status aktualisiert zu: 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

Sachkundiger

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