How To Create A Dashboard In HubSpot

How To Create A Dashboard In HubSpot

1. Log In: Access your HubSpot account.
2. Navigate to Reports: Click on the "Reports" tab in the main menu.
3. Select Dashboards: Choose "Dashboards" from the dropdown options.
4. Create New Dashboard: Click on the "Create dashboard" button.
5. Choose a Template: Select a pre-made template or start from scratch.
6. Name Your Dashboard: Give your dashboard a descriptive name.
7. Add Reports: Click "Add report" to include various metrics and data visualizations.
8. Customize Layout: Drag and drop reports to arrange them as desired.
9. Set Permissions: Adjust who can view or edit the dashboard.
10. Save Your Dashboard: Click "Save" to finalize your dashboard setup.
11. Review and Adjust: Regularly check and update your dashboard for accuracy.