Hubspot

Product

How to Create a Dashboard in HubSpot | With 1-min Interactive Guide

Build a custom dashboard in HubSpot to track performance metrics.

Hubspot

Product

Product

How to Create a Dashboard in HubSpot | With 1-min Interactive Guide

Build a custom dashboard in HubSpot to track performance metrics.

Try it now

Connect 30+ data sources to Google Sheets

Install for Free

Table of Contents

Here's a quick step-by-step guide 🔝

Here's a quick step-by-step guide 🔝

Introduction

Creating dashboards in HubSpot helps you visualize and track important metrics, from marketing performance to sales data. Dashboards provide an at-a-glance view of your business KPIs and are crucial for decision-making. This guide will walk you through how to create a dashboard in HubSpot.

Why Creating Dashboards in HubSpot Is Important


  • Data Visualization: Dashboards allow you to visualize key data points such as leads, traffic, and sales performance, helping you make informed decisions.

  • Centralized Reporting: You can collect various reports into a single dashboard, making it easier to track multiple metrics in one place.

  • Improves Team Collaboration: Share dashboards with your team to keep everyone aligned on performance and goals.

  • Customizable: HubSpot dashboards are highly customizable, allowing you to tailor reports and data visualizations to your specific needs.

How to Create a Dashboard in HubSpot

Step-by-Step Guide

  1. Go to Reporting and Data: In your HubSpot account, navigate to Reporting and Data and select Dashboards.

  2. Click on Create Dashboard: In the dashboard area, click the Create Dashboard button.

  3. Choose a Template or Start from Scratch: Select a pre-built dashboard template, like Marketing Performance, or choose to start from scratch if you want full customization.

  4. Select Reports: Review the reports included in the template and only select the ones relevant to your needs.

  5. Name Your Dashboard: Provide a name for your dashboard and set access levels to control who can view or edit it.

  6. Create the Dashboard: Once you've customized the settings, hit Create dashboard.

  7. Go to Your Dashboard: After the success prompt, click on Go to your dashboard to view and start managing your new dashboard.

  8. Drag and Drop Reports: Customize your dashboard by dragging and dropping reports into the layout that works best for you.

  9. Add More Reports: If needed, click the Add reports button in the top right to include more data from areas such as website traffic, leads, or sales.

Best Practices for Creating Dashboards


  • Focus on Key Metrics: Only include reports that are essential to your goals. Overloading your dashboard with too many metrics can make it cluttered and difficult to interpret.

  • Customize Access: Make sure the right team members have access to the dashboard by setting appropriate permissions.

  • Regular Updates: Keep your dashboards updated with the latest data to ensure accuracy and relevance.

  • Organize Reports Effectively: Group related reports together to make the dashboard easy to navigate and understand at a glance.

Summary

Creating dashboards in HubSpot helps you visualize and track critical business metrics, improving your ability to make data-driven decisions. By following the steps above, you can create and customize dashboards that provide a clear overview of your company’s performance, from marketing campaigns to sales activities.

Superjoin: Data Connector for Google Sheets

While HubSpot dashboards provide valuable insights, managing and exporting data for more complex reporting can be challenging. Superjoin is a powerful data connector for Google Sheets that enables you to sync your HubSpot data effortlessly. With its 2-way sync, you can import your dashboard data into Google Sheets, make updates, and export it back to HubSpot, streamlining data management and reporting. Try Superjoin today!

Introduction

Creating dashboards in HubSpot helps you visualize and track important metrics, from marketing performance to sales data. Dashboards provide an at-a-glance view of your business KPIs and are crucial for decision-making. This guide will walk you through how to create a dashboard in HubSpot.

Why Creating Dashboards in HubSpot Is Important


  • Data Visualization: Dashboards allow you to visualize key data points such as leads, traffic, and sales performance, helping you make informed decisions.

  • Centralized Reporting: You can collect various reports into a single dashboard, making it easier to track multiple metrics in one place.

  • Improves Team Collaboration: Share dashboards with your team to keep everyone aligned on performance and goals.

  • Customizable: HubSpot dashboards are highly customizable, allowing you to tailor reports and data visualizations to your specific needs.

How to Create a Dashboard in HubSpot

Step-by-Step Guide

  1. Go to Reporting and Data: In your HubSpot account, navigate to Reporting and Data and select Dashboards.

  2. Click on Create Dashboard: In the dashboard area, click the Create Dashboard button.

  3. Choose a Template or Start from Scratch: Select a pre-built dashboard template, like Marketing Performance, or choose to start from scratch if you want full customization.

  4. Select Reports: Review the reports included in the template and only select the ones relevant to your needs.

  5. Name Your Dashboard: Provide a name for your dashboard and set access levels to control who can view or edit it.

  6. Create the Dashboard: Once you've customized the settings, hit Create dashboard.

  7. Go to Your Dashboard: After the success prompt, click on Go to your dashboard to view and start managing your new dashboard.

  8. Drag and Drop Reports: Customize your dashboard by dragging and dropping reports into the layout that works best for you.

  9. Add More Reports: If needed, click the Add reports button in the top right to include more data from areas such as website traffic, leads, or sales.

Best Practices for Creating Dashboards


  • Focus on Key Metrics: Only include reports that are essential to your goals. Overloading your dashboard with too many metrics can make it cluttered and difficult to interpret.

  • Customize Access: Make sure the right team members have access to the dashboard by setting appropriate permissions.

  • Regular Updates: Keep your dashboards updated with the latest data to ensure accuracy and relevance.

  • Organize Reports Effectively: Group related reports together to make the dashboard easy to navigate and understand at a glance.

Summary

Creating dashboards in HubSpot helps you visualize and track critical business metrics, improving your ability to make data-driven decisions. By following the steps above, you can create and customize dashboards that provide a clear overview of your company’s performance, from marketing campaigns to sales activities.

Superjoin: Data Connector for Google Sheets

While HubSpot dashboards provide valuable insights, managing and exporting data for more complex reporting can be challenging. Superjoin is a powerful data connector for Google Sheets that enables you to sync your HubSpot data effortlessly. With its 2-way sync, you can import your dashboard data into Google Sheets, make updates, and export it back to HubSpot, streamlining data management and reporting. Try Superjoin today!

FAQs

Can I add multiple reports to a single HubSpot dashboard?

Can I add multiple reports to a single HubSpot dashboard?

How can I share my HubSpot dashboard with my team?

How can I share my HubSpot dashboard with my team?

Can I customize the layout of my HubSpot dashboard?

Can I customize the layout of my HubSpot dashboard?

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Gathering all your data has never been simpler.

Automatic Data Pulls

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Pre-Built Dashboards

Hubspot

Product

Product

How to Create a Dashboard in HubSpot | With 1-min Interactive Guide

Build a custom dashboard in HubSpot to track performance metrics.