HubSpot

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

Website

hubspot.com

Industry

CRM

Share this article:

How to manage a recurring dashboard email in HubSpot

Here is how to manage a recurring dashboard email in hubspot

First click on the "Reports" icon in the left sidebar
Then click on "Dashboards" in the Reports submenu
Next click on the dashboard title dropdown in the top left corner
Select the dashboard you want to manage from the list
Click on the "Share" button in the top-right toolbar
Select "Manage recurring emails" option from the share dropdown menu
In the recurring emails list, click on the email name to edit it
In the email configuration form, you can make changes to your email details, such as modifying the internal recipients, message, schedule, and more
For additionnal options, click on the "Actions" button next to email
From the Actions dropdown menu, you can change the owner or delete the email as needed

Create your own interactive guide with Guideflow

Why should you manage a recurring dashboard email in HubSpot

HubSpot is an innovative platform that streamlines your marketing, sales, and customer service efforts.

Managing recurring dashboard emails in HubSpot allows users to keep their team informed effortlessly. This feature empowers you to automate regular updates, ensuring that everyone stays on the same page without lifting a finger each time.

By utilizing this tool, you save valuable time and reduce the risk of human error, while maintaining consistency in communication. With recurring emails, decision-makers can swiftly access the latest analytics, driving smarter business strategies.

Last update

February 6, 2026

Tutorials

Built to impress

Why leading companies build with Guideflow

Create your first demo in less than 30 seconds.

Get started now