HubSpot Ideas

chreaj

Customizing Report Visualization On Dashboards

I was looking to customize the visualization on the dashboard. It would be helpful to be able to add other properties so that you can quickly cross reference and drill deeper.

 

For example, if I have a report base on a Deal Property "Lead Source", when I click the Lead Source Type, I would like to be able to customize the Property Columns that show. If I were to click into a lead source "Personal Network" and can customize the visualization to see another Deal Property field column in there, I could choose "Referral Agent Name" (which is a general text field) and see who exactly in my "Personal Network" sent me that lead. Just looking to be able to drill a bit deeper.