Navigating and Customizing Your Dashboards

The HubSpot dashboard provides key reports, metrics, and tools to help you track performance and stay organized. Best of all, you can customize it to fit your specific needs, whether focusing on marketing, sales, or customer service.

Accessing Dashboard

To access your dashboard:

1. Click Reporting in the main navigation;
2. Select Dashboards from the dropdown.

If this is your first time using dashboards, HubSpot will offer a Getting Started module. This short guide walks you through choosing the right dashboard for your needs.

Additionally, to make dashboards your default landing page:

• Go to Settings (scroll to the bottom of your profile);
• Choose Dashboards as your default page.

For easier navigation, you can also expand or collapse the sidebar.

Creating a Dashboard

When setting up a new dashboard, you can:

• Follow HubSpot's Getting Started Guide for assistance;
• Select a Pre-Made Template that fits your needs.

We selected the Email Overview template, which includes six reports. However, the dashboard only supports five, so one report had to be removed before proceeding.

Managing Dashboard Access

After selecting a template, you can set permissions for your dashboard:

• Private: only you can access it;
• Shared: available to your team or specific users.

We've kept it private.

Customizing Dashboard

Once your dashboard is set up, you can:

• Add reports: click Add Report and select from hundreds of templates. We added the Contacts Created by First Conversions report;
• Resize reports: click the three dots in the top right of any report and adjust the size;
• Delete reports: click the three dots and select Delete if you want to replace a report.

Sharing Dashboard

If you need to share your dashboard with a client or colleague, you have two options:

• Copy the URL: send a direct link;
• Email the dashboard: use HubSpot's built-in feature to send it directly.