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

Here is how to set a dashboard as default in hubspot

  1. First click on the "Reports" icon in the left sidebar menu
  2. Then click on "Dashboards" item in the expanded Reports menu
  3. Click on "Manage dashboards" link in the dashboard header
  4. Next hover over the dashboard you want to set as default and click on "Actions" dropdown menu
  5. Select "Set as default" option from the Actions dropdown menu
  6. Finally click on "Set as default" button in the confirmation dialog to confirm

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Why should you set a dashboard as default in HubSpot

HubSpot is a powerful platform designed to streamline marketing, sales, and customer service processes.

Setting a dashboard as default in HubSpot enhances productivity by ensuring immediate access to vital metrics upon login. This feature prioritizes critical business information, fostering informed decision-making at a glance.

Utilizing this capability means traditional navigation is minimized, saving valuable time and ensuring that the data needed for strategy and performance assessments are front and center.

Last update
February 6, 2026
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