How to Create Custom Dashboards in HubSpot
Explain how to create, configure, and manage custom dashboards for reporting in HubSpot.
Create a Dashboard
Go to Reporting → Dashboards in HubSpot.
Click 'Create Dashboard' in the upper right. Choose an option: Pre-made Dashboard (select a type, review reports, and click Next) or New Dashboard (create a blank dashboard and enter a dashboard name — URLs and periods are not allowed in the name).
Set user access: Private to Owner (only the creator and admins can view/edit), Everyone (all users can view/edit or view-only), or Specific Users/Teams (grant view or edit access to selected users or teams).
Click 'Create Dashboard' to finalize.
Managing Dashboards
Go to Reporting → Dashboards.
Click 'Manage Dashboards' in the upper right.
To modify a dashboard, hover over it and click Actions. Available actions are: Clone (create a duplicate with assigned users), Dashboard Details (rename, edit description, or change owner), Set as Default (this dashboard will load first), Manage Access (adjust viewing/editing permissions), or Delete (optionally keep reports before deleting).
Notes
Pre-made dashboards include curated reports for common use cases.
Dashboards can be set as default for quicker access.
Dashboard names cannot include URLs or periods.