Sharing Marketing Dashboards Externally - Templates or Resources?

[MDiaz705]

As I get closer to finishing the integrating between my company's HubSpot and CRM system (NetSuite), I wanted to see if anyone had suggestions for creating/sharing Marketing Dashboards outside of HubSpot. This would be for the C-Suite who do not have HubSpot access.

With Marketing being new to the company, the specific KPIs we are focused on are TBD. Initially, the ability to externally share Email data, Lead Sources, MCL to MQL to Closed-Won would be a good place to start.

For those who've been in similar situations, do you create dashboards in excel? Have you used 3rd-party tools like Databox or Google Looker Studio? 

[karstenkoehler]

Hi @MDiaz705,

Is view-only access for C level not an option? This would be the easiest option in my opinion.

Best regards

[MDiaz705]

Agreed, but they do not want to log into HubSpot and want something more readily accessible.

[karstenkoehler]

@MDiaz705 does "readily accessible" mean that they wouldn't have to login then? (That would seem risky from an IT security point if view to me.) Or should it be an existing solution? In that case, could you please share which reporting and analytics tools are already in place? If a new solution is an option, I'd like to better understand how HubSpot would be less accessible than a new tool so I can propose an optimal solution.