Reporting & Analytics

JMockler
メンバー

Adding lists to Hubspot dasboard

解決

I am trying to create a dashboard based on lists.

The reason is that we have lists for:

- Forms (enquiries)

- Tickets 

 

I want to keep track on how many enquiries and tickets we sell. But I can't find out how to create a dashboard based on lists.

 

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2件の承認済みベストアンサー
Bryantworks
解決策
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

Adding lists to Hubspot dasboard

解決

Hey @JMockler,

 

You can utilize a list membership in your reports to filter down to only contacts that are members of those lists:

 

 

Bryantworks_0-1659102495322.png

 

 

Hope this helps!

Chris Bryant | Your Dedicated HubSpot Expert

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CEdwin
解決策
参加者

Adding lists to Hubspot dasboard

解決

Hi @DianaGomez , 

It looks like It's still waiting for approval to be posted on the page. Not sure why, but the idea is this - 

  1. Create a list.
  2. Go to the dashboard and click on "Actions" > "add external content"CEdwin_0-1733827551391.png
  3. Click on "other content" and just copy-paste the link to the list. CEdwin_1-1733827607361.png

Thank you, 

Cedwin

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8件の返信
CEdwin
参加者

Adding lists to Hubspot dasboard

解決

Hi @JMockler and @DianaGomez , 

I've added a possible solution to this problem on this post, please visit it. Hope this works for you. 
Adding list to the dashboard 

 

Thank you

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DianaGomez
コミュニティーマネージャー
コミュニティーマネージャー

Adding lists to Hubspot dasboard

解決

Hi @CEdwin

The link you shared leads to an idea, and I don't see any solution from your side in the comments. Could you please share the link to the solution you mentioned? 

 

Thanks!

Diana

 


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CEdwin
解決策
参加者

Adding lists to Hubspot dasboard

解決

Hi @DianaGomez , 

It looks like It's still waiting for approval to be posted on the page. Not sure why, but the idea is this - 

  1. Create a list.
  2. Go to the dashboard and click on "Actions" > "add external content"CEdwin_0-1733827551391.png
  3. Click on "other content" and just copy-paste the link to the list. CEdwin_1-1733827607361.png

Thank you, 

Cedwin

0 いいね!
DianaGomez
コミュニティーマネージャー
コミュニティーマネージャー

Adding lists to Hubspot dasboard

解決

Fantastic, thanks for letting me know! I’ve approved the comment on the idea.


Join us on March 27th at 12 PM for the Digital Essentials Lab, an interactive session designed to redefine your digital strategy!
Engage with expert Jourdan Guyton to gain actionable insights, participate in live Q&A, and learn strategies to boost your business success.
Don't miss this opportunity to connect and grow—reserve your spot today!


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuarciones!
CEdwin
参加者

Adding lists to Hubspot dasboard

解決

Thank you! @DianaGomez 

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CEdwin
参加者

Adding lists to Hubspot dasboard

解決

Hello both, 

 

I had the same question and I'm aware that I can use the "list membership". However, my concern is the way it's displayed. I want to see the list as a list and not as a graph. 
Is there a way to do this?

 

Thanks!

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DianaGomez
コミュニティーマネージャー
コミュニティーマネージャー

Adding lists to Hubspot dasboard

解決

Hi @CEdwin,

 

Thanks for reaching out to the Community!

 

Unfortunately, that isn't possible at the moment; however, I’ve noticed a similar idea already present in our Ideas Forum: Add Contact Lists to Dashboard

To contribute, upvote the existing idea and share more details about your specific use case in the comments.


Thank you!

 

 

Best,

Diana


Join us on March 27th at 12 PM for the Digital Essentials Lab, an interactive session designed to redefine your digital strategy!
Engage with expert Jourdan Guyton to gain actionable insights, participate in live Q&A, and learn strategies to boost your business success.
Don't miss this opportunity to connect and grow—reserve your spot today!


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuarciones!
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Bryantworks
解決策
キーアドバイザー | Diamond Partner
キーアドバイザー | Diamond Partner

Adding lists to Hubspot dasboard

解決

Hey @JMockler,

 

You can utilize a list membership in your reports to filter down to only contacts that are members of those lists:

 

 

Bryantworks_0-1659102495322.png

 

 

Hope this helps!

Chris Bryant | Your Dedicated HubSpot Expert