---
title: "Episode 250: HubSpot Dashboards, Search Results and User Experience"
description: In this edition we dive into robots.txt editing in HubSpot, deal pipeline partitioning, emailing of dashboard reports tip, and more!
---

[HubShots | Aussie 'Unofficial' HubSpot Podcast ](https://www.hubshots.com/episodes)

# [Episode 250: HubSpot Dashboards, Search Results and User Experience](https://www.hubshots.com/episodes/episode-250)

 Written by [HubShots](https://www.hubshots.com/episodes/author/hubshots) | 24 June 2021

## Welcome to HubShots Episode 250: HubSpot Dashboards, Search Results and User Experience

This edition we dive into:

- Robots.txt editing in HubSpot
- Deal pipeline partitioning
- Emailing of dashboard reports tip
- Custom report on Dashboards gotcha
- Jobs To Be Done personas
- Dharmesh on User Experience (and Netflix)
- SEO Checklist resources
- Ad spotting on Bing - it’s harder than you think

You can listen to this episode of the show [here](https://soundcloud.com/hubshots/250-hubspot-dashboards-search-results-and-user-experience).

Did a colleague forward this episode to you? [Sign up here](https://www.hubshots.com/subscribe) to get yours every Friday.

Please forward this on to your work colleagues.

**Recorded**: Monday 21 June 2021 | **Published**: Friday 25 June 2021

## Shot 1: Growth Thought of the Week

### INBOUND 2021

[Inbound](https://www.inbound.com/) is on again in October - in case you’ve missed the notifications.

Are you going?

### 28-Day Marketing Challenge Kicks Off in July

We have our first cohort kicking off next month.

You can [register your interest](https://www.hubshots.com/marketing-challenge) to join us in August for our next cohort. Details [here](https://www.hubshots.com/marketing-challenge).

## Shot 2: Quick Shots of the Week

Here’s a few quick items of interest we noticed:

- HubSpot has released a Beta for exporting your HubSpot Users list (you can request access via [the Community post here](https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-export-list-of-users/idi-p/398049#comments)). This is the answer to the item we chatted about in [episode 248](https://www.hubshots.com/episodes/episode-248).
- [Shopify added the ability to edit your robots.txt file](https://help.shopify.com/en/manual/promoting-marketing/seo/editing-robots-txt) and apparently this is exciting news! Yes, Twitter was all excited (see some of the comments on [Tobi’s tweet](https://twitter.com/tobi/status/1405981029928779782)) about something that I thought was table stakes for any CMS platform… I live and learn. And yes, HubSpot has supported this for years…
- A16z launched a [content platform](https://future.a16z.com/) (they’re becoming a *media company* y’all) and [this post from Marc](https://future.a16z.com/technology-saves-the-world/) is very good - a very positive take on how amazing technology is.
- You can now [partition Deal and Ticket pipelines](https://knowledge.hubspot.com/account/partition-your-hubspot-assets#deal-and-ticket-pipelines-beta) (requires Pro version of Hub)

## Shot 3: HubSpot Marketing Feature of the Week

### Edit your HubSpot robots.txt

Yes, you can [edit your robots.txt file in HubSpot](https://knowledge.hubspot.com/cos-general/customize-your-robots-txt-file). You don’t even need to have CMS Hub, it’s available even in Marketing Starter.

And then on the SEO & Crawlers tab.

If you have multiple sites in your portal, you can set the robots.txt for all sites:

Or you can edit for each individual site:

## Shot 4: HubSpot Sales Feature of the Week

### Top Tips for Emailing Dashboard Reports

We love simple time saving tips. Here’s yet another.

The ability email dashboard reports with pdf/power point attachments to management on a set frequency.

Note: the user will need to login to download the pdf/pptx/zip files.  So make sure they have a login to HubSpot!

## Shot 5: HubSpot Bonus Tip of the Week

### HubSpot CRM Custom Field Ideas

Databox has [a mostly useful post on HubSpot CRM Custom fields](https://databox.com/hubspot-crm-custom-fields). I was pleased to see Automation Overrides (point 3), which allows salespeople to add or remove contacts from automation nurtures. We’re increasingly adding this into portals for more sophisticated users.

Takeaway: think about how you could take advantage of using custom fields for making special criteria and for giving teams the ability to trigger other actions manually.

## Shot 6: HubSpot Gotcha of the Week

The inability to Filter on Dashboards for:

- Cross-object reports
- Reports created with the new custom report builder
- the Manual forecast, Quota attainment, Weighted pipeline forecast, and Deal revenue by size sales analytics reports.

You can [read more about it here](https://knowledge.hubspot.com/dashboards/customize-your-dashboards).

## Shot 7: Marketing Tip of the Week

### Jobs To Be Done ‘Personas’

I read [this thread on Twitter](https://twitter.com/matthlerner/status/1404718835811368963) from Matt Lerner and had my mind changed about personas. I’ve always been sceptical about the detailed personas that sometimes get heralded by marketing companies (including HubSpot) but have never really had a compelling reason why.

Matt’s thread finally brought it home to me. In his thread he explains why audiences are much better defined based on ‘[jobs to be done](https://hbr.org/2016/09/know-your-customers-jobs-to-be-done)’.

He goes on to explain the approach, and then provides a handy canvas you can use to build your own ([download it from here](https://www.startupcorestrengths.com/jtbd-insights-canvas)). Here’s a sneak peak:

In essence the approach is to understand the problem a person is looking to solve at **a particular point in time**. In comparison to detailed personas that attempt to describe who a person is in their entirety.

My additional comment though: it depends on the industry.

For example, in some industries, a general overview of the audience is appropriate (Eg in the solar industry we often create audiences based on 3 key areas: new home buyer, young family, and retirees). For all of the solar audiences their chief problem is to reduce their power bills, so the JTBD approach isn’t as appropriate for them than it is for other industries.

Takeaway: think about how you define your audiences - are you overthinking them in terms of demographics and behaviours and missing the essence of their problem right now?

## Shot 8: Insight of the Week

### Thoughtful Content Driving Purchase Intent

Thanks to Ian for sending me [this link to a post](https://blog.doist.com/makers-schedule-remote-work/) on the Doist site discussing Makers vs Managers.

The topic revolves around staff returning to the office (or not) and how the goals of makers are (often) at odds with managers. The topic isn’t my focus of this shot - instead I’m reflecting on how after reading it I was so impressed with the content that I then went navigating through the site (and the related sites of [Todoist](https://todoist.com/) and [Twist](https://twist.com/)) to learn more about the company and its products.

And with Twist in particular I then went down a rabbit hole (also known as a buyer’s journey) of exploring the features and how to use it. At this point I’m seriously interested in it as a Slack replacement (more on that in a separate discussion).

Here’s the surprising thing (for me). I’ve never thought I’d so quickly go from fleeting interest in a topic to a purchase intent prospect in such a short space of time. The power of personal recommendation of content combined with quality of content.

## Shot 9: HubShots Throwback of the Week

Via the [HubSpot product updates blog](https://www.hubspot.com/product-updates).

This time a year ago HubSpot was[ updating the App Marketplace to allow purchase of Themes](https://www.hubspot.com/product-updates/themes-in-the-asset-marketplace) (as opposed to templates). Time flies. We just take this for granted as though it has been there forever now.

## Shot 10: Resource of the Week

### SEO Checklist

Yes, another SEO checklist, and another good one at that.

This is [ahref’s updated SEO Checklist](https://ahrefs.com/blog/seo-checklist/). Which they of course describe as the **Ultimate** SEO Checklist. Whereas SEMRush describe theirs as [the Only SEO Checklist you’ll need](https://www.semrush.com/blog/seo-checklist/). So, you decide…

Not to be left out, here’s Moz with [a Technical SEO Audit overview](https://moz.com/blog/free-technical-seo-checklist).

And yes, it has a section on how to set your robots.txt file - which [links through to here](https://ahrefs.com/blog/robots-txt/).

## Shot 11: Quote of the Week

“In some fantasy worlds, there are superheroes with “pre-cognition”, able to see the immediate future. They’re always one step ahead. But since most people are a few steps behind reality, you don’t need pre-cognition—just independent thinking.”

- Jason Crawford in his post: [Precognition](https://jasoncrawford.org/precognition)

## Shot 12: Bonus Links of the Week

### Dharmesh Blogs about Customer Experience

[Good post](https://blog.hubspot.com/marketing/bridging-the-digital-experience-gap), superimposed against a backdrop of Netflix as an example of a beautiful user experience. Reducing friction, making the experience seamless and focussed on the customer - whether that’s Netflix, HubSpot or your business. A reminder that [your product is your marketing](https://www.hubshots.com/episodes/episode-249) (Shot 7).

### Steve Jobs anecdote

A [heart-warming story](https://www.quora.com/How-hard-did-Steve-Jobs-work-Did-this-change-over-time) (yes really) of Steve Jobs interviewing and hiring (an unnamed) current senior Apple exec. I have no idea if this is true or how embellished it is. But I like it.

### Chrome Extensions for SEO

Let it never be said that there isn’t a Chrome extension for just about everything. [Here’s a good list](https://seosly.com/seo-chrome-extensions/) (thanks [Olga](http://seosly.com/about/))

### Create Your Own Marketing Funnel

[Refreshing post](https://www.semrush.com/blog/marketing-funnel/) from SEMrush on Marketing Funnels (in case you need a refresher - see what I did there).

I particularly liked this diagram:

Oh that’s right I forgot - [the funnel is dead](https://blog.hubspot.com/marketing/our-flywheel).

## Shot 13: Big Shots of the Week

### Can you spot the Ads on Bing?

Seriously, it’s getting so hard to spot the ads these days - and Bing is the worst (via [Joe Hall](https://twitter.com/joehall/status/1406345188272922630)):

## Shot 14: Follow Us on the Socials

Connect with HubShots here:

- [HubShots YouTube channel](https://www.youtube.com/channel/UCD3Uo4X-IxPJLE8ygPDQhNQ) 
- [HubShots Spotify channel](https://open.spotify.com/show/7oee8w41riN5aRNrLKT2ar) 
- [HubShots iTunes](https://podcasts.apple.com/au/podcast/hubshots/id1058686078)
- [HubShots Facebook group](https://www.facebook.com/groups/hubshots/) 
- [HubShots Twitter](https://twitter.com/hubshots) 
- [HubShots Twitter Show Notes](https://twitter.com/ShotsHub)
- [HubShots Instagram](https://www.instagram.com/hubshotspodcast/) 
- [HubShots LinkedIn](https://www.linkedin.com/company/hubshots/) 

Connect with [Ian Jacob on LinkedIn](https://www.linkedin.com/in/ianjacobau/) and [Craig Bailey on LinkedIn](https://www.linkedin.com/in/craigbailey/) 

HubShots, the podcast for marketing managers and sales professionals who use HubSpot, hosted by Ian Jacob from [Search & Be Found](https://www.searchandbefound.com.au/) and Craig Bailey from [XEN Systems](https://www.xen.com.au/).

HubShots is produced by Christopher Mottram from [Podcastily](https://podcastily.com/).

Please share this with colleagues - it helps us improve and reach more marketers.

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