Use Hubspot dashboards in the mobile app

The Hubspot mobile app allows you to access powerful dashboards and reports from anywhere, so you can review performance, share insights, and stay aligned with your team while on the go.

This guide walks you through how to open dashboards, apply filters, change date ranges, and share reports using the mobile experience.

Access Hubspot dashboards on mobile

After installing the Hubspot mobile app and signing in to your account, you can open your dashboards directly from the main navigation.

Open the app and sign in to the correct Hub ID.
Tap the menu or navigation icon.
Select the dashboards section to view your available dashboards.

You will see the same dashboards that you have access to in the web app, including any shared team dashboards.

Supported Hubspot dashboard types

In the mobile app, you can view dashboards containing:

Standard CRM reports, such as contacts, companies, and deals.
Marketing reports, including email, landing pages, and forms.
Sales reports, such as pipelines and productivity data.
Service reports, including tickets and support performance.

Some complex or highly customized reports may appear differently on smaller screens due to mobile layout constraints.

Navigate Hubspot mobile dashboards

Once you open a dashboard, the Hubspot mobile layout focuses on clarity and quick scanning so you can interpret data at a glance.

Switch between Hubspot dashboards

To change dashboards in the mobile app:

Tap the dashboard name at the top of the screen.
Browse the list of dashboards you have access to.
Select another dashboard to instantly load its reports.

This makes it simple to move from a marketing overview dashboard to a sales or service dashboard during meetings or when traveling.

Scroll and expand reports

Reports are stacked vertically on Hubspot mobile dashboards:

Scroll down to view each report in order.
Tap charts or visualizations to expand details where available.
Use touch gestures, such as pinch to zoom, to focus on specific data points in certain chart types.

The layout is optimized so that the most important metrics, totals, and trends remain readable on mobile screens.

Filter Hubspot dashboard data

The dashboard-level filters help you control which records appear in the reports so you can focus on the metrics that matter most at any moment.

Use global dashboard filters

On many Hubspot dashboards, you will see filters at the top of the screen. To adjust these filters in the mobile app:

Locate the filter bar on the dashboard.
Tap a filter, such as owner, team, or pipeline.
Select your desired value or values.
Apply the filter to refresh all compatible reports on the dashboard.

Dashboard filters apply to all reports that are configured to respect that filter, which keeps your view consistent across metrics.

Change date ranges in Hubspot dashboards

Date controls allow you to focus on specific time periods. To change the date range:

Tap the date range selector at the top of the dashboard or report.
Choose a preset, such as Today, Last 7 days, Last 30 days, or This month.
For more control, select a custom date range.
Apply the changes to update your reports.

When you adjust the date range at the dashboard level, all dependent reports refresh their data for the selected time frame.

Interact with reports in the Hubspot app

Within each report on the dashboard, the Hubspot mobile interface provides simple interactions so you can drill into data without a full desktop view.

View details for report data

For many tabular or chart-based reports, you can:

Tap a chart segment to see the underlying value.
Open a list of records that contribute to a metric, depending on the report type.
Review high-level numbers at the top of each card, such as totals or averages.

These interactions offer quick insight into what is driving performance trends without needing to switch devices.

Refresh Hubspot dashboard data

To ensure you are seeing the latest data in the mobile app:

Check that your device has an active internet connection.
Pull down on the dashboard screen to trigger a manual refresh, if supported.
Reopen the dashboard after a few moments to confirm updated metrics.

Mobile dashboards rely on the same data as the web app, so any recent updates to records will appear once the dashboard refreshes.

Share Hubspot dashboards and reports

Sharing performance data is crucial for collaboration. The Hubspot mobile app enables quick share actions when you need to send insights to stakeholders.

Share a dashboard screenshot

Because dashboards are interactive, the simplest way to share a summary from mobile is often through a screenshot.

Navigate to the dashboard and scroll to the relevant reports.
Use your device’s screenshot feature to capture the screen.
Share the image via your preferred messaging or email app.

This is especially useful during meetings or when you want to highlight specific performance indicators.

Share report links from the Hubspot app

In some cases, you may be able to open a specific report from a Hubspot dashboard and then share or copy its link:

Tap the report to open it, if deep linking is supported.
Use any available share or copy link option.
Send the link to teammates so they can open the report in their own accounts.

Recipients will need appropriate permissions to view the shared dashboards or reports.

Tips for better Hubspot mobile reporting

To get more value from dashboards in the mobile app, consider a few practical setup tips in your account.

Design dashboards with mobile in mind

When creating or editing dashboards in the main Hubspot interface:

Place the most important reports at the top so they appear first on mobile.
Use clear chart types that remain readable at smaller sizes.
Avoid overly wide or complex tables that may require heavy horizontal scrolling.

A mobile-friendly dashboard design makes it easier for teams to review key metrics in daily standups or while traveling.

Use consistent filters across Hubspot dashboards

To keep mobile reports consistent:

Standardize filters such as lifecycle stage, pipeline, and owner across dashboards.
Save dashboard views with commonly used filter combinations.
Educate team members on which filters to use for specific use cases.

With a clear filter strategy, mobile users can instantly align on which data set they are reviewing in a conversation.

Learn more about Hubspot dashboards

For complete, official details on mobile dashboards and any recent interface changes, review the original product documentation at this Hubspot knowledge base article.

If you need broader help with CRM setup, reporting strategy, or optimizing your implementation, you can explore consulting resources such as Consultevo, which specializes in digital systems and process optimization.

By understanding how dashboards work in the Hubspot mobile app and configuring your reports with mobile usage in mind, you can keep critical performance insights close at hand and make more informed decisions wherever you are.

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