Reports

Create and delete dashboards

Last updated: December 27, 2018

Applies to:

Reporting
Reporting add-on
Marketing Hub
marketing-pro-enterprise
Professional, Enterprise
Sales Hub
sales-pro-enterprise
Professional, Enterprise
Service Hub
service-pro-enterprise
Professional, Enterprise

HubSpot includes standard dashboard reports for all your tools. If you are a Professional, Enterprise, or Reporting add-on user, you can create additional custom dashboards to organize your reports. You can also remove dashboards that are no longer useful for your business. 

Create dashboards

Please note: Professional users can create one custom dashboard. Enterprise users can create 25 custom dashboards. Reporting add-on users can create 200 custom dashboards.

  • Navigate to your HubSpot dashboards by clicking the sprocket icon sprocket in the top left corner of your account.
  • Click New dashboard.
  • Give your new dashboard a name and set the visibility, then click Create dashboard.
Give your new dashboard a name and set your permissions.
new-dashboard

Learn more about customizing your dashboard settings and the reports on your dashboard

Delete dashboards

  • Navigate to your HubSpot dashboards by clicking the sprocket icon sprocket in the top left corner of your account.
  • Click the name of the current dashboard, then select the dashboard you want to delete from the dropdown menu.

Please note: if you do not have the Reporting add-on, you will only see the standard HubSpot dashboards here.

  • Click Actions and select Delete dashboard.

    delete-dashboards
A shared/team dashboard can only be deleted by its owner. If the Delete dashboard section is grayed out and you have permission to Edit reports ownership, you can change the owner to yourself and then delete.

If you are a reporting add-on user, you can also delete dashboards by clicking the name of the current dashboard and clicking Manage dashboardsSelect the checkbox to the left of any dashboards you want to delete , then click Delete. In the dialog box that appears, click Yes, delete dashboards