How and Why to Email Your HubSpot Dashboards

You have built HubSpot dashboards and HubSpot reports to provide you with business insights related to your key performance indicators (KPIs). But there are higher-ups that want to see those same reports that either do not regularly jump into HubSpot or they may not have access.

Good news: you can email your HubSpot reporting dashboards to yourself or your colleagues. Learn how to customize the emailed dashboards and reports by date range, set the frequency of email sends, and see how it makes reviewing your metrics even more convenient in the video below!

Learn more about HubSpot reporting here!

TRANSCRIPT

Hey, LinkedIn, I got a one minute HubSpot tip for you today. It's a classic. Many of us know about it, emailing a dashboard to yourself, but I have a little twist that I like to put on it.

So if I'm building out a dashboard, I'll set all of the filters for this month so far. And then whatever I'm tracking. So for example, we’d be maybe tracking your revenue goals, you can click share, you can email this dashboard, and can set that to be recurring. So that might be “sales revenue goals,” you can choose the internal recipients to receive that, you can add a message and then you choose Schedule. So this we’ll do monthly, you do the last day of the month. Then you can set the time 8am is fine. But then we also add an attachment for PDF, multiple charts per page, send with filters, and we schedule that email. And now I'm going to get a recurring email at the end of every month. I can tag that in my email so that every time I come in, I can get a historical look at the performance for that dashboard.