Using Hubspot to Add Multiple Dashboards in the Sales Workspace

The Hubspot sales workspace lets sales reps and managers organize prospecting, tasks, and reporting in one place. A key part of this workspace is the ability to add multiple dashboards so you can quickly switch between different views of your sales performance and activities.

This how-to guide walks you through adding, renaming, cloning, and deleting dashboards in the sales workspace, using the same options available in the reporting tools area.

Overview of Dashboards in Hubspot Sales Workspace

Dashboards in the sales workspace are focused on prospecting and daily sales activity. When you create or manage these dashboards, the options mirror what you can do with dashboards in the main reporting tools of Hubspot.

You can:

• Create multiple dashboards for different teams or workflows
• Switch between dashboards from a dropdown menu
• Rename, clone, and delete dashboards you own
• Access the full dashboard settings in the reporting tools

Only users with access to the sales workspace and dashboard permissions can perform some of these actions, especially changing ownership or deleting dashboards.

How to Open the Sales Workspace in Hubspot

Before you manage dashboards, make sure you are in the correct area of your Hubspot account.

1. Log in to your account.
2. In the main navigation bar, go to the sales-related section (for example, the sales workspace or prospecting area, depending on your subscription and interface layout).
3. Open the sales workspace where the dashboards and activity views are available.

Once you are in the workspace, look for the dashboard view and its dropdown menu at the top of the page.

Adding a New Dashboard in the Hubspot Sales Workspace

You can add additional dashboards directly from the workspace interface. These dashboards behave like regular Hubspot dashboards, but are tailored for sales and prospecting.

1. At the top of the sales workspace, click the dashboard dropdown menu.
2. In the dropdown, click the option to create or add a new dashboard.
3. Choose a dashboard template or start from a blank dashboard layout, depending on what your account offers.
4. Name the dashboard so it clearly matches its purpose, such as “New Business Pipeline” or “Prospecting Activity”.
5. Save your changes. The new dashboard will now appear in the dropdown list of available dashboards.

After you create the dashboard, you can add reports, rearrange tiles, and configure filters in the reporting tools section, just as you would for any other Hubspot dashboard.

Switching Between Dashboards in Hubspot

Once you have multiple dashboards, use the dropdown in the sales workspace to move between them.

1. Click the dashboard name at the top of the sales workspace.
2. In the dropdown list, review the available dashboards you can access.
3. Select the dashboard you want to view. The workspace content will reload to show the selected dashboard and its reports.

This simple switch allows sales reps to jump between a team dashboard, an individual performance dashboard, or a specific pipeline view with only a couple of clicks.

Managing Existing Dashboards in Hubspot

You can manage dashboards from the sales workspace using a quick menu. Available actions mirror those in the main dashboard tools and may depend on your permissions and ownership.

Access the Dashboard Management Menu in Hubspot

1. Open the sales workspace.
2. Click the dropdown that shows the current dashboard name.
3. Next to each dashboard in the dropdown, look for an options menu (typically an icon or menu button).
4. Click this menu to see actions like rename, clone, or delete.

These options help you quickly adjust your dashboards without leaving the sales workspace environment.

Renaming a Dashboard in the Hubspot Sales Workspace

If the purpose of a dashboard changes, or if you want a clearer naming convention, you can rename it directly from the workspace.

1. In the dashboard dropdown, find the dashboard you want to rename.
2. Open the options menu next to its name.
3. Select the rename option.
4. Enter the new name that matches your current sales or prospecting use case.
5. Save your changes. The new name will appear in the dropdown and in the corresponding dashboard in the reporting tools.

Renaming does not impact the underlying reports or permissions; it only updates the dashboard label.

Cloning a Dashboard in Hubspot

Cloning is useful when you want a similar dashboard for another team member, region, or pipeline without starting from scratch.

1. Open the sales workspace and the dashboard dropdown.
2. Locate the dashboard you want to copy.
3. Click the options menu next to it.
4. Choose the clone or duplicate option.
5. Give the cloned dashboard a name that indicates how it differs from the original, such as adding a region or owner name.
6. Save. The cloned dashboard will appear as a new entry in the dropdown.

After cloning, you can adjust filters, reports, and layout in the full dashboard editor.

Deleting a Dashboard in Hubspot

Delete dashboards you no longer need to keep your workspace list clean. Only users with appropriate permissions and ownership can remove dashboards.

1. From the sales workspace, open the dashboard dropdown.
2. Find the dashboard you want to delete.
3. Click the options menu next to that dashboard.
4. Select the delete option.
5. Confirm the deletion in the confirmation dialog, keeping in mind this action may be permanent depending on your account settings.

Deleting a dashboard removes it from both the sales workspace and the main reporting tools area associated with your Hubspot account.

Accessing Full Dashboard Settings in Hubspot Reporting Tools

Some configuration options are only available in the main reporting tools. From the sales workspace, you can open the full dashboard editor when you need more detailed control.

1. While viewing a dashboard in the sales workspace, look for a link or button to open it in the reporting tools area.
2. In reporting tools, adjust filters, time ranges, and report-level settings.
3. Update sharing, ownership, or viewing permissions if your role allows.
4. Save and return to the sales workspace. Changes will be reflected instantly.

For a detailed reference on the underlying dashboard features, you can review the official documentation at this Hubspot knowledge base article.

Best Practices for Organizing Hubspot Sales Dashboards

To make your sales workspace efficient, create a logical structure for your dashboards and keep them aligned with your sales process.

• Use clear names: Include the team, pipeline, or use case in the dashboard title.
• Limit dashboard count: Avoid creating more dashboards than your team can realistically use.
• Clone instead of rebuilding: When creating similar dashboards, clone existing ones and adjust filters.
• Review regularly: Periodically delete outdated dashboards so new users see only relevant views.
• Align with reports: Build dashboards around the most important reports and KPIs for your sales motion.

If you need strategic help designing a sales reporting structure or integrating additional tools alongside Hubspot, you can find consulting resources at Consultevo.

Summary

The sales workspace in Hubspot provides a quick way to manage multiple dashboards, giving your sales team tailored views of their pipelines and activities. By using the dropdown menu to add, rename, clone, and delete dashboards, you can keep your reporting streamlined and relevant to each sales role. For deeper customization, open the dashboards in the main reporting tools, adjust settings there, and those changes will automatically appear in the sales workspace.