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

解決

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.

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jennysowyrda
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コミュニティーマネージャー
コミュニティーマネージャー

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

解決

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

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jennysowyrda
解決策
コミュニティーマネージャー
コミュニティーマネージャー

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

解決

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

0 いいね!