Reporting & Analytics

JMockler
Membro

Adding lists to Hubspot dasboard

resolver

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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Bryantworks
Solução
Conselheiro(a) de destaque | Parceiro Diamante
Conselheiro(a) de destaque | Parceiro Diamante

Adding lists to Hubspot dasboard

resolver

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
Solução
Participante

Adding lists to Hubspot dasboard

resolver

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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CEdwin
Participante

Adding lists to Hubspot dasboard

resolver

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
Gerente da Comunidade
Gerente da Comunidade

Adding lists to Hubspot dasboard

resolver

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
Solução
Participante

Adding lists to Hubspot dasboard

resolver

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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DianaGomez
Gerente da Comunidade
Gerente da Comunidade

Adding lists to Hubspot dasboard

resolver

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


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CEdwin
Participante

Adding lists to Hubspot dasboard

resolver

Thank you! @DianaGomez 

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CEdwin
Participante

Adding lists to Hubspot dasboard

resolver

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
Gerente da Comunidade
Gerente da Comunidade

Adding lists to Hubspot dasboard

resolver

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


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Bryantworks
Solução
Conselheiro(a) de destaque | Parceiro Diamante
Conselheiro(a) de destaque | Parceiro Diamante

Adding lists to Hubspot dasboard

resolver

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