HubSpot Ideas

Lucila-Andimol

Dashboard clone to other portals

As and agency we have some main dashboards that are usefull to all clients. Instead of creating each dashboardn in each client portal, we 'd love to clone the entire dahsboard to other portals (just as a CMS template). This 'd save so much time to agencies.

If you agree give up a vote please.

Thanks

HubSpot Updates
October 26, 2022 10:31 AM

Hello 

My name is Shanker Sahai, I am the product manager here at HubSpot and we are beginning to learn more about how we can help partners and agencies clone dashboards from their portal to the client's dashboard.

 

I am looking to interview 3 to 5 partners to learn what the ideal experience would be, the most common dashboards you clone and what workarounds you have today.

 

Please email me at ssahai@hubspot.com and I can share my meeting link where you can schedule a time that works for you.

Thank you!

28 Replies
JWind
Participant | Platinum Partner

This would be really useful for us as well!

LvanIngen
Member | Platinum Partner

I am sure that all of our clients would love this idea. 

EEssen
Member | Platinum Partner

This feature would be great! 🙏 And would save us a lot of manual labour. 

LClough
Member

Currently you can clone reports and clone dashboards. But if you want to use the same layout and reports in a different account you have to create it again. This should be added. 

Tnichs
Top Contributor | Diamond Partner

Hi

 

it would be useful to be able to share dashboards across multiple portals - As a solutions partner, we have a standard set of dashboards that we build out for customers - It would be good to be able to roll them out across multiple clients without having to build out each one.  It would save partners a lot of time.

AMiller2
Member | Elite Partner

This would be wildly helpful! 

NAulik
Participant | Elite Partner

This would be efficient!

mortenstaal
Participant | Platinum Partner

As an agency, I can really agree to this. Much needed!

vmarrack
Participant | Gold Partner

This would save so much time as many of the dashboards we create for one client, we need for other clients. Of course items in some reports would have to be adjusted once cloned to match correct lists etc. but other general reports would populate the portals data once cloned. Would help so much!

RobertWare
Participant

Carrying on an old thread, this would really help my company. Please give me this capability Hubspot!

APineiro1
Member | Elite Partner

Would love to see this feature become available - as an agency helping to build out reporting dashboards for clients - we have some standard dashboards we'd like to be able to add as a starting point. Since we're able to copy project templates from portal to portal, I'm hoping this a feature we can see soon!

Levi
Top Contributor | Elite Partner

Great idea! 

CMcCusker7
Member

This would be huge! I'm sure all agency partners would get a lot of value from this feature. 

MuruganPerumal
Member

Yes, this would be really useful for us as well!

Arthur-Mi4
Participant | Platinum Partner

This would be a huge time saver for agencies !

irina-mi4-fr
Member | Platinum Partner

This would be a great feature!

MegKershaw
Participant | Diamond Partner

This would be really useful!

TheMattZelasko
Participant | Diamond Partner

Yes, please

ornellalemonnie
Member | Platinum Partner

Yes, this would be really useful !!

ClayByrd
Member

A much-needed feature! It would be great as an agency!