How you can create and manage dashboards in HubSpot

HubSpot dashboards are used to organize related reports. You can create dashboards for different reporting purposes. These dashboards can be shared with other users in your account, and can be cloned or deleted.

You can create new dashboards and customize their reports for your personal use. If you want to share a dashboard with others in your HubSpot account, edit its visibility. You can also clone dashboards that are visible to you and delete dashboards you've created to reduce clutter.

Create a dashboard

 

  • Go to Reports > Dashboards in your HubSpot account.
  • Click Create dashboard. You'll be directed to the dashboard library.
  • Choose any  of the following options:
    • Select a dashboard template:
      • Select the type of dashboard templates from the left panel that you want to view.
      • Select a dashboard template.
      • Review the prescribed reports in the right panel. Clear the checkboxes to remove the reports that you don't want to include in your dashboard.
      • Click Next.
    • Select Blank Dashboard to create a blank dashboard with no reports.
  • Enter a name for the dashboard.
  • Select from the visibility options who can have the access to the dashboard. 
  • In the bottom right, click Create dashboard.

    Manage dashboards

     

     

    You can change the owner of a dashboard, set a default dashboard, and delete dashboards.

    • Go to Reports > Dashboards in your HubSpot account.
    • Click the dashboard dropdown in the upper left and select Manage dashboards.
    • hover over the dashboard and click the dropdown Actions. Select an option: 
      • Clone: click clone to clone the dashboard.
      • Change name and owner: click the Dashboard details. In the left panel, you can change the dashboard name. Click the dropdown Dashboard Owner and select the new owner. Add a description if you want to.
      • Set the default dashboard: Click Set default. This dashboard will be displayed when you go to Reports > Dashboards.
      • Delete dashboard: Click Delete. In the new box, if you also want to delete all the reports of the dashboard, clear the checkbox Also delete all the reports in this dashboard. Click Delete dashboard.
    • Bulk delete dashboards:
      • Select the checkboxes next to the dashboard's name you want to delete. Click Delete in the table header. In the new box, if you also want to delete all the reports of the dashboard, clear the checkbox Also delete all the reports in this dashboard. Click Delete dashboard.

    View activity in the dashboard

     

     

    When more than one user can have access, they can make changes to a dashboard. You can view the activity log on the dashboard and know who made these changes.

    • Go to Reports > Dashboards in your HubSpot account.
    • Select the dashboard name from the first dropdown in the upper left corner, click dropdown Actions from the upper right corner, and select Activity log.
    • In the new box, you can see the changes made on the dashboard, the names of the users who made the changes, and the timestamps of each change.