Dashboard by Company Deals


#1

Hi

Am trying to create a hubspot owner specific dashboard which breaks out there owned deals but allows a filter based on the Associated Company (we have a single Account Exec looking after specific multiple accounts). I cant figure out a way to do this. Is it even possible in hubspot reporting?

Also I can see a way of filtering a pipeline view based on Associated Company - am assuming this isnt possible either.

Thanks

Martin


#2

@Martin_Hamilton,

The get recently modified deals returns all deals sorted in descending order by last modified, so you can use this to get all deals.

The response will have a param called hubspot_owner_id if the deal has an owner, it will also contain a parameter associatedCompanyIds with the associated companies.

Sebastian


#3

Hi Seb - I am actually trying to use Hubspot Dashboard rather than create one on an external dashboard application. Am just wondering whether hubspot dashboard is worth the $200 per month.

thanks

martin