How to create a dashboard report in HubSpot

Creating a dashboard report in HubSpot allows you to track key metrics in one place, such as website traffic, sales performance, or marketing results. Follow these simple steps to build a custom dashboard and add reports that match your goals.

1. Log in to Your HubSpot Account

Go to hubspot.com and click Log in.
Enter your email and password.
Once logged in, you’ll land on your HubSpot dashboard homepage.

2. Navigate to the Dashboards Tool

In the top navigation bar, click on Reporting.
From the dropdown menu, select Dashboards.
You’ll now see your existing dashboards (if any).

3. Create a New Dashboard

Click the Create dashboard button in the top right corner.
Choose one of the following options:
- Start from scratch (recommended for full customisation).
- Use a template (pre-built dashboards for marketing, sales, or service).
Click New dashboard.
Enter a Dashboard name (e.g., “Monthly Marketing Performance Report”).
Select Visibility settings (Private, Everyone, or Specific users/teams).
Click Create dashboard.

4. Add Reports to Your Dashboard

After creating your dashboard, click Add content then click Report.
Choose one of the following options:
- Create report (build a custom report).
- Browse report library (use pre-built reports).
If creating a custom report:
- Select your data source (e.g., Contacts, Deals, Website Activity).
- Choose the report type (e.g., bar chart, line chart, table).
- Configure your filters and metrics (e.g., date range, lifecycle stage).
- Click Save report.
Select the dashboard you created and click Add.

5. Customise Your Dashboard Layout

Drag and drop reports to rearrange them.
Resize reports by adjusting the corners of each tile.
Use the Actions dropdown (three dots) on each report to edit, clone, or remove it.

6. Set Dashboard Filters (Optional)

At the top of the dashboard, use the Date range filter to adjust reporting periods.
Apply additional filters if available (e.g., campaign, owner, team).
Click Apply to update all reports at once.

7. Share or Export Your Dashboard

Click the Share button in the top right.
Choose to:
- Email the dashboard to specific users.
- Schedule recurring email reports.
- Export as a PDF.
Follow the prompts and confirm your settings.

What is HubSpot

HubSpot is an all-in-one CRM platform designed to help businesses manage marketing, sales, customer service, and operations in one place. It provides tools for email marketing, lead generation, pipeline management, automation, reporting, and more. One of HubSpot’s most powerful features is its reporting dashboard functionality, which allows users to visualise data through customisable reports. Instead of switching between multiple tools or spreadsheets, you can centralise performance metrics within a single dashboard. HubSpot dashboards are flexible and can be tailored to specific teams, such as marketing, sales, or leadership. Users can pull data from contacts, deals, campaigns, website analytics, and other sources to gain actionable insights. Whether you’re tracking monthly revenue, campaign performance, or team productivity, HubSpot makes it easier to monitor performance and make data-driven decisions.

Benefits of using HubSpot to create a dashboard report

Creating a dashboard report in HubSpot helps you centralise key data, improve visibility across teams, and make informed decisions faster. Instead of manually compiling reports, you can automate insights and customise them to suit your business goals.

1. Centralised Performance Tracking

HubSpot dashboards bring all your important metrics into one place. Rather than exporting data into spreadsheets or switching between tools, you can view marketing, sales, and service data side by side. This makes it easier to identify trends, monitor KPIs, and quickly assess performance without wasting time gathering information manually.

2. Customisable and Flexible Reporting

You can build dashboards from scratch or use pre-built templates, depending on your needs. HubSpot allows you to customise report types, filters, date ranges, and data sources. This flexibility ensures your dashboard reflects the exact metrics that matter to your business, whether that’s revenue growth, lead conversion rates, or campaign ROI.

3. Easy Sharing and Collaboration

HubSpot makes it simple to share dashboards with internal teams or stakeholders. You can control access levels, schedule automated email reports, or export dashboards as PDFs. This ensures everyone stays aligned, improves transparency, and supports better collaboration across departments.