How do I create a company specific dashboard in Hubspot Service?

SOLVE
Highlighted
Occasional Contributor

As a Hubspot user I would like to know how I can create a company specific dashboard so I can see all ticket activity by company so I can better report on a companies tickets during our weekly calls with them.

 

I am able to create a ticket dashboard but cannot find a way to filter by company name.

Reply
0 Upvotes
1 Accepted solution

Accepted Solutions
Community Manager

Hi @dnerris,

 

There is the ability to create a cross object report of companies and tickets, which would enable you to see the count of tickets/company; this would require either a professional or enterprise subscription, or the reporting add on (as outlined here).

 

Screen Shot 2019-04-05 at 3.46.45 PM.png

 

Screen Shot 2019-04-05 at 3.43.33 PM.png

 

Thank you,
Jenny


Did my post help answer your query? Help the Community by marking it as a solution
Reply
0 Upvotes
1 Reply 1
Community Manager

Hi @dnerris,

 

There is the ability to create a cross object report of companies and tickets, which would enable you to see the count of tickets/company; this would require either a professional or enterprise subscription, or the reporting add on (as outlined here).

 

Screen Shot 2019-04-05 at 3.46.45 PM.png

 

Screen Shot 2019-04-05 at 3.43.33 PM.png

 

Thank you,
Jenny


Did my post help answer your query? Help the Community by marking it as a solution
Reply
0 Upvotes