HubSpot

HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.

Website

hubspot.com

Industry

CRM

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How to create a dashboard in HubSpot?

Here is how to create a dashboard in hubspot

First navigate to "Reporting" in the left pane and select "Data"
Next, create a dashboard from scratch
Or choose a template that fits your needs
Review the reports included in the template, select only the ones you need and click "Next"
Name your dashboard and set the access permissions
Then click "Create Dashboard"
Click "Go to your dashboard"
You can customize the layout by dragging and dropping reports
Use the dropdown to switch between different dashboards
To add more data, click "Add Reports" in the top right

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Why should you create a dashboard in HubSpot?

HubSpot is your all-in-one platform for marketing, sales, and customer service.

Creating a dashboard in HubSpot is an essential feature that allows you to visualize key metrics and insights in one place.

With its customizable widgets, the dashboard can be tailored to highlight the data most pertinent to your goals, making team collaboration more effective.

Utilizing a HubSpot dashboard optimizes strategic decision-making by providing a comprehensive view of performance in real-time.

Last update

February 6, 2026

Tutorials