Reports and Dashboards

Want a customized dashboard?

  1. What should we name the dashboard?

  2. What record are we reporting on? Deals, Tickets, Custom Object? 
  3. What are the properties in your hubspot that this would track, or do you need us to create properties? 
  4. Are there any calculations needed in order to make this work?
  5. Is this report date specific? Per week? Per Month? 
  6. Do you have an existing spreadsheet or other way of tracking this that you could explain in a Vidyard?
  7. Can you please list all the specific Question, and the benefit of the answer you hope this report will give you?

  8. What order should we use to organise the different reports?