Hubsessed Office Hours: Reporting and Dashboards

It has to be their idea

Name: It has to be their idea
Uploaded: 2026-10-21T16:00:00Z
Duration: 1 min 26 s
Description: When people resist a new way of reporting, you can show them a better report all day. The classic adage is that it has to be their idea.

Chris Carolan · Wednesday, October 21, 2026

When people resist a new way of reporting, you can show them a better report all day. The classic adage is that it has to be their idea. So whenever I can, I work on screen in a no-pressure way. Someone asks me a question, and while I answer it I hand the data to Breeze (HubSpot's AI assistant) and let it build a visual. Do that in front of enough people, create some safety, and how much of the change management just melts away? We're no longer worried about what we're supposed to be doing in our jobs. We can just ask, what's the story about this dataset? My tip from the Reporting and Dashboards Office Hours: if you don't over-specify, it will actually tell a better story than you probably ever could have without spending a week to do it. Here's the full conversation: https://www.hubsessed.io/office-hours/reporting-dashboards/2026-10-21

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