Automated dashboards and reports for specific pages

[NHeil4]

As we have multiple social accounts linked to HubSpot, we are unable to create custom reports that auto-update, meaning that we need to create individual reports, however HubSpot doesn't allow us to create reports on everything we are after for the dashboard.

The option to save reports for specific channels would be a huge help to us and allow for much more accurate reporting.

[h-recker]

HubSpot’s native dashboards don’t currently allow this as you've found.

A workaround is to sync the live data into a spreadsheet with Coefficient from the HubSpot marketplace. It offers a certified 2-way HubSpot sync between HubSpot and Sheets or Excel. And offers direct connections to the social platforms.

How it works:

1. Connect HubSpot, Facebook, IG, LinkedIn to your sheet with Coefficient and pull in the underlying social performance data.

2. Set a refresh schedule on your data imports (daily, hourly, etc.) so the data updates automatically.

3. Build charts and dashboards in your spreadsheet. You can create one master dashboard with dropdowns, or separate tabs per channel. In Google Sheets, Coefficient has an AI Sheets Assistant that can write formulas and built visualizations for you.

4. If you want those dashboards visible inside HubSpot, use Google Sheets’ “Publish to Web” and embed them back into your HubSpot dashboard.

That way, you don’t need to rebuild or duplicate HubSpot reports for each account. You control the filters once, and your dashboards stay live on schedule.

I work at Coefficient so let me know if you have any questions. We also have a bunch of pre-built out of the box social medai reports for spreadsheets as well that you can sync your data into.

[GauravSaxena · Accepted solution]

Currently, HubSpot doesn’t support creating fully customized, auto-updating reports for individual social channels. What’s available is the default social media analytics dashboard, which provides an overview of performance across accounts.

Being able to save reports for specific channels would definitely be a valuable feature for more accurate and granular reporting.

[chighsmith]

Hi @NHeil4 and @KTorebko,

Thank you for posting to the Community!
 

To help bring this feature to the attention of our product team, I highly recommend posting your suggestion in our Ideas Forum. This is the primary place where HubSpot’s product experts gather feedback directly from users and prioritize enhancements based on community upvotes and interest. Since there doesn’t appear to be an existing idea for this specific request, creating a new idea post will give others in the community an opportunity to support your suggestion as well.
 

You can submit your feature request here: HubSpot Ideas Forum.

The more upvotes and detailed feedback an idea receives, the more likely it will be considered for future updates.
 

Thank you again for helping us improve HubSpot! 

Cassie, Community Manager

[KTorebko]

+1