HubSpot
HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.
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How to rename a dashboard in HubSpot

Here is how to rename a dashboard in hubspot

  1. First click on the "Reports" icon in the left sidebar
  2. Then click on "Dashboards" in the Reports submenu
  3. Click on "Manage dashboards" link in the top menu
  4. Next hover over the dashboard you want to rename and click on "Actions" dropdown menu
  5. Select "Dashboard details" from the Actions dropdown menu
  6. In the right panel, change the dashboard name in the "Dashboard Name" field
  7. Finally click the "Save" button to apply the changes

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Why should you rename a dashboard in HubSpot

HubSpot is a comprehensive platform designed to optimize your marketing, sales, and customer service efforts.

Renaming a dashboard in HubSpot is a valuable feature that fosters better organization and clarity. As projects evolve, having a dashboard name that accurately reflects its purpose ensures team members can quickly locate the data they need.

With this simple adjustment, you enhance team collaboration and efficiency. It offers a straightforward approach to maintaining a streamlined workflow, reducing confusion, and enhancing productivity across your projects.

Last update
February 6, 2026
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