Master Dashboards in HubSpot

Dashboards in HubSpot give you a central place to organize reports, track performance, and share insights with your team. By learning how to create, customize, and manage dashboards effectively, you can turn raw data into clear, actionable views that support better decisions.

Overview of HubSpot Dashboards

Every account comes with default dashboards you can use immediately. You can also build additional dashboards tailored to specific teams, pipelines, or management needs.

Key things you can do with dashboards include:

• Collect and organize reports in one place.
• Control who can access or edit dashboard data.
• Schedule recurring emails with dashboard snapshots.
• Set a dashboard as your default homepage.

If you are setting up reporting for the first time or restructuring your account, you may want expert help with dashboards, automation, and CRM configuration. A consulting partner like Consultevo can support more advanced setups.

Create a New HubSpot Dashboard

When you need a fresh workspace for reports, create a new dashboard and choose the layout that best matches your goals.

Steps to Create a Dashboard in HubSpot

1. In your account, go to the reports or dashboards area from the main navigation.
2. Click the option to create a new dashboard.
3. Choose a dashboard template, or start from a blank layout.
4. Give the dashboard a clear, descriptive name.
5. Set the default filters, such as date range and pipelines, if available.
6. Click to create or save the dashboard.

After you create a dashboard, you can begin adding existing reports or building new ones to display the metrics your team needs.

Customize a HubSpot Dashboard

Customization helps each team see information in the most useful way. Arrange, resize, and filter reports so the dashboard highlights the right insights.

Reorder and Resize Dashboard Reports

You can visually organize your dashboard layout so the most important reports appear at the top.

1. Hover over a report card on the dashboard.
2. Drag the report to a new position to reorder it.
3. Use the resize controls to adjust report width and height.
4. Repeat for other reports until the layout matches your priorities.

Apply Filters on a HubSpot Dashboard

Filters allow you to focus the entire dashboard on specific data ranges or segments.

1. Open the dashboard you want to update.
2. Locate the dashboard-level filters such as date range or owners.
3. Select the desired filter values.
4. Apply the filters to update all compatible reports at once.

Some reports may also have their own internal filters. Adjust those as needed when you require report-level changes.

Edit and Remove Reports from a HubSpot Dashboard

You can change which reports appear in a dashboard at any time.

• Edit a report in place: Use the report menu on the dashboard card to open the editor and modify fields, visualization, or filters.
• Remove a report: From the same menu, select the option to remove or delete the report from the dashboard layout.
• Add new reports: Click to add existing reports from your library or create new custom reports and place them on the dashboard.

Manage Access to HubSpot Dashboards

Permissions help you keep sensitive information secure while still giving stakeholders the visibility they need. You can control who can view, edit, or share each dashboard.

Set Dashboard Visibility

When you create or edit a dashboard, choose its visibility level.

1. Open the dashboard settings or options menu.
2. Locate the visibility or sharing section.
3. Select one of the available options, typically including:
   • Private to owner only.
   • Shared with specific users and teams.
   • Shared with all users in the account.
4. Confirm and save your changes.

Use private dashboards for personal analysis and shared dashboards for leadership, sales, marketing, or service teams.

Assign Dashboard Permissions in HubSpot

Depending on your subscription and user roles, you may be able to limit who can edit or modify dashboards.

• Give full access to admins and reporting specialists who manage account-wide views.
• Provide view-only access to team members who only need to read data.
• Restrict access to sensitive revenue or pipeline dashboards when necessary.

Share and Schedule HubSpot Dashboards

Sharing options help you keep stakeholders updated without requiring them to log in every time.

Email a Dashboard Snapshot

You can email a snapshot of a dashboard to selected recipients.

1. Open the dashboard you want to share.
2. Click the option to email or share the dashboard.
3. Choose the recipients and add a subject line.
4. Pick the format and whether to include a PDF or image snapshot.
5. Send the email immediately or schedule it.

Schedule Recurring Dashboard Emails

Automated email scheduling is useful for weekly or monthly performance reviews.

1. From the email or share options, select a recurring schedule.
2. Choose the frequency, such as daily, weekly, or monthly.
3. Set the day and time the email should be delivered.
4. Confirm the recipients and save the schedule.

This keeps essential reports in front of your team without manual reminders.

Set a Default HubSpot Dashboard

You can choose which dashboard appears when you first log in or navigate to the reporting area.

1. Open the dashboard you want as your default.
2. Go to the dashboard settings or options menu.
3. Select the option to make this your default dashboard.
4. Save the change.

The selected dashboard will become your primary view, which is especially useful for managers who rely on a specific set of metrics.

Clone, Rename, and Delete Dashboards

As your reporting needs change, you may want to duplicate existing dashboards, update their names, or remove outdated ones.

Clone a HubSpot Dashboard

Cloning lets you reuse a layout and collection of reports while adjusting filters or audiences.

1. Open the dashboard you want to copy.
2. From the settings or options menu, choose the clone or duplicate action.
3. Enter a new name for the cloned dashboard.
4. Adjust visibility and filters as needed.
5. Save the new version.

Rename a Dashboard

To keep your reporting library organized, use clear, descriptive names.

1. Open the dashboard.
2. Go to the settings or options menu.
3. Select the rename function.
4. Enter a new name that reflects the purpose or team.
5. Save your changes.

Delete an Unused Dashboard

Remove dashboards that are no longer needed so users can quickly find the most relevant views.

1. Confirm that no stakeholders rely on the dashboard.
2. Open the dashboard and access its settings.
3. Choose the delete or remove action.
4. Confirm deletion when prompted.

Depending on your account settings, deletion might be permanent, so verify before removing critical dashboards.

Where to Learn More About HubSpot Dashboards

For the complete, most up-to-date set of instructions and limitations related to dashboards, visit the official documentation on the HubSpot Knowledge Base: Manage your dashboards.

Use that resource along with your in-app prompts and training to refine how you build, share, and maintain dashboards for every team in your organization.