Aug 3, 2022 11:50 AM
I'm looking to create a dashboard in HS that can give me an overview of contacts in lifecycle stages, contacts who have booked a demo with our sales team, lead source, and conversations. Maybe a few other things.
Does anyone have any insight or may have created a similar board?
Aug 3, 2022 2:54 PM
I've done it before, but admittedly I don't use Hubspot lifecycle stages as I find them too restricting. Are you running into an issue setting up a particular type of report for your dashboard?