Dashboard clone to other portals

[Lucila-Andimol]

As and agency we have some main dashboards that are usefull to all clients. Instead of creating each dashboardn in each client portal, we 'd love to clone the entire dahsboard to other portals (just as a CMS template). This 'd save so much time to agencies.

If you agree give up a vote please.

Thanks

[Lucila-Andimol]

Hello 

My name is Shanker Sahai, I am the product manager here at HubSpot and we are beginning to learn more about how we can help partners and agencies clone dashboards from their portal to the client's dashboard.

I am looking to interview 3 to 5 partners to learn what the ideal experience would be, the most common dashboards you clone and what workarounds you have today.

Please email me at ssahai@hubspot.com and I can share my meeting link where you can schedule a time that works for you.

Thank you!

[JLong7]

I was hoping this feature already existed but, yes, I agree that it would be very useful if it can be added.

[ECastaneda]

This would be a huge time saver for our agency. The community needs this! 

[chaddiller]

Yes, PLEASE!

[RPelikan]

That would be awesome…

[SSahai2]

Hello 

My name is Shanker Sahai, I am the product manager here at HubSpot and we are beginning to learn more about how we can help partners and agencies clone dashboards from their portal to the client's dashboard.

I am looking to interview 3 to 5 partners to learn what the ideal experience would be, the most common dashboards you clone and what workarounds you have today.

Please email me at ssahai@hubspot.com and I can share my meeting link where you can schedule a time that works for you.

Thank you!

[ESvedberg]

Really need this!!

[Hildegaard]

This would be really useful for us as well!

[kbarkins]

This would save tons of time and configuration

[michbluesky]

This would make life so much easier to get consistency in reporting across clients. 

[ELopez63]

Please do so. I emailed Shanker Sahai in case she needs an interview with me. Well, her email bounced so I am guessing she is not leading this initiative any more. Who can reach out to me to provide some updates about this initiative?

[THammer]

This would be a great feature add 🙂

[j-z]

We need this! 

[Thomas_Vanguard]

This would be really beneficial. Also wouldn't hurt to have restricted viewing for the provider employee team for some reports.

[Mattheus]

This would really help speed up projects and insights! I hope another HubSpot product manager can update us on its status since it seems that Shanker Sahai's mail bounced.

[j_k_nash101]

Where did this get to? did it ever make its way into a feature? 

[MHarju]

We bump into this issue all the time in a multicompany group (and multiple other issues) regarding the restrictions between different portals; it would be highly beneficial to be able to essentially clone dashboards or share rights to them between portals. 

[ncharak]

It's been two years since this was last updated from hubspot. what's the latest?