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      How to create and manage dashboards in HubSpot

      Welcome to the Data Hub. This article summarises how to navigate and understand your data within HubsPot.

      Why is Data Hub important?

       

       

      Create and manage your dashboards

      APPLIES TO:

      Organise related reports into one view using a dashboard. Create new dashboards for different reporting purposes, share dashboards with other users in your account, and clone or delete existing dashboards to stay organised.

      You can create new dashboards and customise 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. When you're on the go, you can view your reports and dashboards on the HubSpot mobile app.

      Super admins and users with Reports & dashboards permission can view and make changes to all dashboards, regardless of visibility or ownership.

      Please note: the maximum number of dashboards you can have in your HubSpot account is based on the highest subscription tier your account has. For example, if your account has both Marketing Hub Enterprise and Sales Hub Professional, you can have the maximum number of dashboards based on your Enterprise subscription. Review your dashboard limits based on your highest subscription tier in HubSpot's Product and Services Catalog.

      Create dashboards

      • In your HubSpot account, navigate to Reports > Dashboards.
      • In the upper right, click Create dashboard. You'll be brought to the dashboard library.
      • You can choose to do one of the following:
        • Select a pre-made dashboard template:
          • In the left panel, select the type of dashboard templates you want to view.
          • Select a dashboard template, such as Sales, Marketing, and Service.
          • In the right panel, review the prescribed reports. Clear the checkboxes next to the reports you don't want to include.
          • Click Next.
        • Select Blank Dashboard to create a blank dashboard with no reports.

      dashboard-library

       
       

      • In the right panel, enter a dashboard name. 

      Please note: the dashboard name can't contain a website URL or period.


      • Then set the user access to this dashboard:
        • Private to owner: allow only your user and admins to view and edit the dashboard. A Super Admin can only select this if they are the owner of the dashboard.
        • Everyone: allow all users in your HubSpot account to view the dashboard.
          • Select View and edit to allow all users to view and edit the dashboard.
          • Select View only to allow all users to view, but not edit, the dashboard.
        • Only specific users and teams (Enterprise only): allow specific users and teams in your HubSpot account to view the dashboard.
          • Select View and edit to allow specific users to view and edit the dashboard. Click Next in the bottom right and select the users and teams that will have view and edit access to the dashboard.
          • Select View only to allow specific users to view, but not edit, the dashboard. Click Next in the bottom right and select the users and teams that will have view access to the dashboard.
      • In the bottom right, click Create dashboard.
      Create dashboard

       

      Once you've created your dashboard, you can add reports to your dashboard and customize it.

      Please note: dashboards from the dashboard library will have default names in the language the user is selected for their account. If the dashboard is created and shared to users who selected a different language, the dashboard names will still remain in the language selected originally. You may want to rename dashboards if you're working with users with different language settings.

      Manage dashboards

      Super admins and users with Reports & dashboards permission can view and make changes to all dashboards, regardless of visibility or ownership. Otherwise, a user can only make changes to dashboards they own or have access to.

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

      Please note: you can only change a dashboard's name and visibility when viewing the dashboard.

      • In your HubSpot account, navigate to Reports > Dashboards.
      • In the upper left, click the dashboard dropdown menu, which is the name of the current dashboard you're in, and select Manage dashboards.
      • To change ownership of a dashboard, set a dashboard as the default dashboard for your user, or delete a single dashboard, hover over the dashboard you want to edit and click the Actions dropdown menu. Select an option:
        • Change owner: in the dialog box, click the Dashboard owner dropdown menu and select its new owner. Click Change owner. Confirm the change again by clicking Change owner.
        • Set default dashboard: in the dialog box, click Set default. This dashboard will be shown to you when you navigate to Reports > Dashboards.
        • Delete dashboard: if you want to keep the custom reports in the dashboard in your reports list, in the dialog box, clear the Delete all reports as well checkbox. To confirm the deletion, click Yes, delete dashboard.
      • To bulk delete dashboards:
        • Select the checkboxes next to the dashboards you want to delete. In the table header, click Delete.
        • In the dialog box, clear Delete all reports as well if you want to keep the custom reports in the dashboard in your reports list.
        • To confirm the deletion, click Yes, delete dashboard.
      • To edit which users can access a dashboard:
        • In the upper right of the dashboard next to Assigned, click the current assignment permission, then click Edit access.

          change-dashboard-assignment
      • In the right panel, set the user access to the dashboard:
        • Private to owner: allow only your user and admins to view and edit the dashboard. A Super Admin can only select this if they are the owner of the dashboard.
        • Everyone: allow all users in your HubSpot account to view the dashboard.
          • Select View and edit to allow all users to view and edit the dashboard.
          • Select View only to allow all users to view, but not edit, the dashboard.
        • Only specific users and teams (Enterprise only): allow specific users and teams in your HubSpot account to view the dashboard.
          • Select View and edit to allow specific users to view and edit the dashboard. Click Next in the bottom right and select the users and teams that will have view and edit access to the dashboard.
          • Select View only to allow specific users to view, but not edit, the dashboard. Click Next in the bottom right and select the users and teams that will have view access to the dashboard.
      • Click Save.
      • To add a dashboard to your list of favorite dashboards, click the favorite star icon next to the report in your reports list. You can add up to 10 favorite dashboards.dashboard-favorite

      View activity in your dashboard

      More than one user can have access and make changes to a dashboard. When you notice changes to a dashboard, you can view its activity log and understand who made these changes.

      • In your HubSpot account, navigate to Reports > Dashboards.
      • In the upper left, click the dashboard name and select the dashboard whose activity log you want to check.
      • In the upper right, click the Actions dropdown menu and select Activity log.
      • In the dialog box, you can view the changes made, the users who made the changes, and the timestamps of each change.

      Please note: the activity log does not list all the users who can currently view the dashboard, only the changes that users have made.