Sales Hub Onboarding

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CharlotteJ on January 17, 2022
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
15 upvotes
121 Replies
Most Valuable Member | Diamond Partner
February 17, 2024 13:45
Hi @DMakela are you still looking for help with your dashboards and reports?
CharlotteJ on December 14, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
14 upvotes
11 Replies
Member
December 03, 2023 06:32
Sales Hub Pro's "Onboarding Step 1: Strong Foundations" is the initial phase of the onboarding process designed to establish a solid groundwork for e...read more
Solved
EMcGrath on November 02, 2023
I'd like to create a Dashboard that is dynamic - meaning that sales leadership can view all team member's performance in it, and filter by user. I'd also like the dashboard to show individual rep's data/ performance when they are viewing it. I know read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 02, 2023 14:58
Hi @EMcGrath , When you navigate to Menu > Dashboards and click Create dashboard, you'll find that HubSpot has some suggested dashboards wh...read more
CharlotteJ on December 14, 2021
Hi there, In this video, we are going to see how to effectively set up and structure your dashboards. In the video, we discuss: 0:24 : What is the purpose of dashboards 0:41 : How to create dashboards 1:26 read more
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