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.
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 firstname.lastname@example.org and I can share my meeting link where you can schedule a time that works for you.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.