How to Customize Dashboards in HubSpot

Custom dashboards in HubSpot help you organize reports, share insights with your team, and keep key metrics visible in one place. This guide walks you through how to edit, filter, rearrange, and manage access to dashboards so every user has the most relevant data at a glance.

All instructions and features described here are based on the official HubSpot knowledge base, adapted into a step-by-step tutorial you can follow in your own account.

Understanding Dashboards in HubSpot

Before you start customizing, it is important to understand what a dashboard is and how it works inside your portal.

• A dashboard is a collection of individual reports presented on a single screen.
• You can create multiple dashboards for different teams or objectives.
• Each dashboard can have its own filters, layout, and access permissions.
• Standard dashboards are prebuilt; custom dashboards are fully configurable.

Using dashboards well ensures that sales, marketing, and service leaders see live performance data without digging through individual reports.

Accessing Your HubSpot Dashboards

To begin customizing, you first need to open the dashboard tool.

1. In your account, navigate to the reporting area and select Dashboards.
2. Use the dashboard dropdown at the top to choose an existing dashboard.
3. Confirm that you have permission to edit that dashboard; otherwise, you may only be able to view it.

Once the dashboard is open, you can start editing layout, filters, and reports directly from this screen.

Editing Dashboard Details in HubSpot

You can adjust high-level dashboard settings such as the name, owner, and sharing options. These settings determine who can see and edit the dashboard.

Change the Dashboard Name and Owner in HubSpot

1. Open the dashboard you want to update.
2. At the top, click the actions menu (often labeled or icon-based).
3. Select the option to edit the dashboard details.
4. Update the dashboard name to reflect its purpose, such as “Marketing Performance Overview” or “Sales Pipeline”.
5. Change the owner to the appropriate user if you want to transfer responsibility.
6. Save your changes to apply the new settings.

Clear naming conventions and correct ownership help keep your reporting area organized and easy to navigate.

Manage Dashboard Access and Sharing

Controlling who can view or edit a dashboard is essential for data security and relevance.

1. While editing the dashboard details, locate the Visibility or sharing section.
2. Choose one of the typical options:
   • Private to the dashboard owner only.
   • Shared with specific users and teams.
   • Visible to all users with dashboard access.
3. When sharing with specific users or teams, select them from the list provided.
4. Confirm whether each user can only view or also edit the dashboard.

This flexible sharing structure lets you build executive views, team dashboards, or personal workspaces as needed.

Customizing Layout and Reports in HubSpot Dashboards

Once the overall settings are in place, you can customize the layout and content of your dashboard to highlight the most important data.

Add Reports to a HubSpot Dashboard

1. Open the dashboard where you want to add new reports.
2. Click Add report or a similar button on the dashboard toolbar.
3. Choose from:
   • Standard library reports available in the account.
   • Custom reports you have built in the report builder.
4. Search or browse by category to find the report you need.
5. Select one or multiple reports, then click to add them to the dashboard.

After adding reports, you can reposition them to create a visual hierarchy that matches your priorities.

Rearrange and Resize HubSpot Dashboard Reports

To make the most of your screen space, adjust the position and size of each report panel.

1. Hover over a report on the dashboard until you see drag handles or a move cursor.
2. Click and drag the report to a new position in the grid layout.
3. Use the resizing handles, if available, to change the width or height of the report.
4. Repeat this process for each report to group related metrics together.

Common layout patterns include placing high-level KPIs at the top, funnel or pipeline reports in the middle, and detailed breakdowns toward the bottom.

Remove Reports from a HubSpot Dashboard

If certain metrics are no longer needed, you can remove their reports without deleting the underlying data or report object.

1. Locate the report you want to remove.
2. Click the report’s actions or menu icon.
3. Select Remove from dashboard or the equivalent option.
4. Confirm the removal when prompted.

This action cleans up the dashboard view while keeping your report library intact.

Using Dashboard Filters in HubSpot

Dashboard-level filters let you control the data shown in multiple reports at once, which is useful for comparing time periods, pipelines, or teams.

Apply Global Filters to a HubSpot Dashboard

1. At the top of the dashboard, locate the filter bar.
2. Choose a date range filter, such as:
   • Today, Yesterday, Last 7 days, This month, Last month.
   • Custom date ranges tailored to your reporting cycle.
3. Apply additional filters when available, such as owner, pipeline, or team.
4. Click Apply to update all compatible reports on the dashboard.

Not every report will always respond to each filter, depending on how it was built, but the global filters streamline context changes for most visualizations.

Override or Customize Individual Report Filters

You may want one report to maintain a fixed perspective regardless of the dashboard filter.

1. Open the report menu on the dashboard.
2. Choose the option to edit or customize filters for that report instance.
3. Set a specific date range, owner, or segment that should stay constant.
4. Save the changes so the report ignores or partially ignores global filters as appropriate.

This approach is ideal for always-on summary reports, such as full-year revenue or lifetime totals, alongside more dynamic reports that follow the dashboard filter settings.

Best Practices for HubSpot Dashboard Management

Good dashboard design is about clarity and focus, not just the number of reports.

• Limit each dashboard to a single purpose, such as lead generation, sales performance, or customer support.
• Use descriptive dashboard names and report titles that match how your team speaks about metrics.
• Regularly review and remove outdated or unused reports to prevent clutter.
• Set appropriate sharing options so each user sees dashboards that match their role.
• Use consistent date ranges across related dashboards to simplify comparisons.

As your reporting needs evolve, revisit dashboards to ensure they still reflect current goals and data structures.

Additional Resources for HubSpot Dashboards

To dive deeper into the exact options, field names, and interface elements, review the official documentation:

Official HubSpot dashboard customization guide

If you need strategic help planning which dashboards to build or how to align them with your go-to-market strategy, you can also consult specialized agencies such as Consultevo for tailored implementation and optimization support.

By following these steps and best practices, you can transform standard reporting into focused dashboards in HubSpot that help every team monitor progress and make data-driven decisions faster.

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