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Tips, Tricks & Best Practices

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LC79 on May 14, 2025

Company (Customer) Picker for Hypercare Dashboard

Hi All I was hoping to create a simple Hypercare dashboard with all of the relevant reports on for our new clients currently in the onboarding stage, but I can't seem to design a dashboard or report that can filter by "company" or customer. read more

Reply Dashboards

1 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

May 15, 2025 00:13

Hi @LC79 , You should be able to add dashboard filters for customer status like explained here: https://knowledge.hubspot.com/dashboards/use-...read more

Solved

VLibersat on February 08, 2024

NPS score as a tile in DB

Hi, I am building our CSS dashboard and want to display our NPS scoe as a tile, not show the # or percentage of detractors, neutral and promoters. How do I achieve this? I can't find any way to display just the result of the score calculation. T read more

Reply Dashboards

1 upvote

7 Replies

Accepted solution

Shadab_Khan

Key Advisor | Elite Partner

March 27, 2024 05:46

@VLibersat we honestly have a custom Object with "NPS Pipeline" gives us lots of control (we are B2B so lower volume), i can see a good use-case wi...read more

SSayed on September 08, 2023

Question about 'Blackout Hours' & Scheduled Automated Emails

Hi all! I had a couple of questions (2) regarding the available functionality of HubSpot, namely regarding automated emails and business hours. 1. Is it possible to set some sort of a 'schedule' for automated email responses? For examp read more

Reply Analytics Tools Calendar Dashboards Email Deliverability Enterprise Free Professional Reports Service Settings Starter Tickets Workflows

0 upvote

1 Reply

MiaSrebrnjak

Community Manager

September 11, 2023 06:34

Hi @SSayed , Thank you for reaching out to the Community! Are you using the HubSpot Conversations inbox to manage your customer communicat...read more

Solved

TCastillo1 on December 22, 2022

Exclude Pipeline Name from Tickets Status Report

We only have 1 ticket pipeline which is 'Investor Relations' and would like to exclude 'Investor Relations' from each label. Is that possible?

Reply Dashboards Reports

1 upvote

4 Replies

Accepted solution

ChrisoKlepke

Key Advisor | Elite Partner

December 23, 2022 05:06

Hey @TCastillo1 , You might have some luck with the Custom Report Builder instead of the Single Object Builder. Of course, you don't need, i...read more

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