How to set a frequency for a dashboard in HubSpot
Here is how to set a frequency for a dashboard in hubspot
- First click on the "Reports" icon in the left sidebar
- Then click on "Dashboards" in the reporting submenu
- Next click on the dashboard title dropdown in the top left corner
- Select the specific dashboard you want to set a frequency
- Next click on "Advanced filters" button in the filters section
- Click the "Frequency" dropdown menu in the Frequency filter
- Select a frequency option from the Frequency dropdown menu
- To use your fiscal year settings, click the "Use Fiscal Year" check box
- Finally click "Close" button to exit and apply the selected filters
Why should you set a frequency for a dashboard in HubSpot
HubSpot is an all-in-one platform designed to streamline marketing, sales, and customer service efforts.
By setting a frequency for your dashboard in HubSpot, you can receive regular updates that keep you informed about crucial data without any hassle.
This feature ensures you're always in the loop, enabling timely decision-making and strategic adjustments. It saves time by automatically delivering insights, enhancing productivity and focus on core business goals.
Embrace this feature to maintain an organized, efficient workflow and foster business growth.
Last update
