Reports

Create, clone, and delete dashboards

Last updated: July 23, 2019

Applies to:

Reporting
Reporting add-on
Marketing Hub  Professional, Enterprise
Sales Hub  Professional, Enterprise
Service Hub  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.

  • Professional users can create one custom dashboard.
  • Enterprise users can create 25 custom dashboards.
  • Accounts with the Reporting add-on can create 200 custom dashboards.

Create a dashboard

  • Navigate to your HubSpot dashboards by clicking the sprocket icon sprocket in the top left corner of your account.
  • In the upper right, click Create dashboard.
  • In the dialog box, enter a dashboard name. 

Please note: the dashboard name can't contain a website URL or period.

  • Click the Visibility dropdown menu to select who can access this dashboard:
    • Shared: Read Only: other members of your team can view this dashboard but can't make edits. Only your account can make edits to this dashboard.
    • Shared: your account and other members of your team can view and edit this dashboard.
    • Private: only your account can view and edit this dashboard.
  • Click Create dashboard.
Give your new dashboard a name and set your permissions.
new-dashboard

Learn more about how to customize your dashboard

Clone dashboards

To clone an existing dashboard with all its reports:

  • 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 to clone.
  • In the upper right, under Add report, click the Actions dropdown menu and select Clone dashboard.
  • In the dialog box, enter the cloned Dashboard name and click the Visibility dropdown menu to select the users able to view the cloned dashboard.
    • Shared: Read only: dashboard can be viewed by all users in your account, but can only be edited by you.
    • Shared: dashboard can be viewed and edited by all users in your account.
    • Private: dashboard can only be viewed and edited by you.

  • Click Clone dashboard.

Please note: you can only clone a dashboard if you have not hit the limit of custom dashboards in your account.

 

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 to delete.

Please note: if you don't have the Reporting add-on, you'll only see standard HubSpot dashboards here.

  • Click the Actions dropdown menu and select Delete dashboard.

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 dashboard owner to yourself and then delete it.

If you have the Reporting add-on, 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