Reporting & Analytics

JMockler
Member

Adding lists to Hubspot dasboard

SOLVE

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.

 

0 Upvotes
2 Accepted solutions
Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Adding lists to Hubspot dasboard

SOLVE

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
Solution
Participant

Adding lists to Hubspot dasboard

SOLVE

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

View solution in original post

0 Upvotes
8 Replies 8
CEdwin
Participant

Adding lists to Hubspot dasboard

SOLVE

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

0 Upvotes
DianaGomez
Community Manager
Community Manager

Adding lists to Hubspot dasboard

SOLVE

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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0 Upvotes
CEdwin
Solution
Participant

Adding lists to Hubspot dasboard

SOLVE

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 Upvotes
DianaGomez
Community Manager
Community Manager

Adding lists to Hubspot dasboard

SOLVE

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


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

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Join regional conversations by changing your language settings !


CEdwin
Participant

Adding lists to Hubspot dasboard

SOLVE

Thank you! @DianaGomez 

0 Upvotes
CEdwin
Participant

Adding lists to Hubspot dasboard

SOLVE

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!

0 Upvotes
DianaGomez
Community Manager
Community Manager

Adding lists to Hubspot dasboard

SOLVE

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


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

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes
Bryantworks
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Adding lists to Hubspot dasboard

SOLVE

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