Reporting on multiple online events (webinars) on a single dashboard
SOLVE
Hi HubSpot Community, I'm looking to find a way to create a dashboard that consists of reports pertaining to online events. As a best practice, instead of creating multiple dashboards for each event, I'd like to create one permanant dashboard and users would be able to choose the event of their liking and the reports pertaining to that event shows up in that single dashboard. General reports such as number of registrations, number of attendees, number of tasks assigned to owners, tasks completed number and pipeline created some of the reports that are present in the dashboard. Please let me know what could be the possible solution.
Using the Marketing Events object could get you a portion of the way there, but there are still some limitations with that object and reporting, in my opinion. They have recently added the ability to upload CSVs with Marketing Event data, which is helpful.
Campaigns would also be a good approach for this if each of your marketing events was associated with 1 online event. This in combination with marketing events would likely be a good fit for you.
Lastly, we've done some of this reporting using custom objects in which each object is a specific marketing event. The custom object reporting functionality as well as their ability to work with workflows is more comprehensive than the marketing events objects.
Of course, there are other possible scenarios too, but this would be my approach. I hope it helps!
Did this post help solve your problem? If so, please mark it as a solution.
Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Diamond Partner & HubSpot Certified Trainer
Using the Marketing Events object could get you a portion of the way there, but there are still some limitations with that object and reporting, in my opinion. They have recently added the ability to upload CSVs with Marketing Event data, which is helpful.
Campaigns would also be a good approach for this if each of your marketing events was associated with 1 online event. This in combination with marketing events would likely be a good fit for you.
Lastly, we've done some of this reporting using custom objects in which each object is a specific marketing event. The custom object reporting functionality as well as their ability to work with workflows is more comprehensive than the marketing events objects.
Of course, there are other possible scenarios too, but this would be my approach. I hope it helps!
Did this post help solve your problem? If so, please mark it as a solution.
Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Diamond Partner & HubSpot Certified Trainer