How to Create a Dashboard in HubSpot

Quick summary

This tutorial shows how to create a dashboard in HubSpot using the Reporting and Data section, where you can select a template, choose relevant reports, and customize your layout. Once created, the dashboard can be updated at any time by adding new reports covering website traffic, leads, and sales performance.

Steps

1. Go to Reporting and Data from the main navigation.
2. Select Dashboards from the menu.
3. Click on Create dashboard in the top right.
4. Choose a dashboard template that matches your requirement (e.g., Marketing Performance).
5. Review the reports included in the template and select only the ones you need.
6. Provide a name for your dashboard, set access levels, and click Create dashboard to finalize.
7. Click Go to your dashboard to view the newly created dashboard.
8. Switch between dashboards using the dropdown button at the top.
9. Drag and drop reports to rearrange them and customize their appearance.
10. Click the Add reports button to include additional data such as website traffic, leads, or sales.