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Customize your dashboard

Last updated: June 28, 2023

Available with any of the following subscriptions, except where noted:

All products and plans

When you have created your dashboard you can customize it to meet your business needs. Learn more about managing your dashboards.

Please note: dashboards cannot load reports that contain more than 100 values in the Break down by property. Instead, a Too many data points requested error will display.

Add reports to your dashboard

To add a new report to your dashboard:

  • In your HubSpot account, navigate to Reporting > Dashboards.
  • Click Add report, then select From saved reports or Create report.

Please note: a dashboard is limited to a certain number of reports depending on your subscription. For more information on these limits, check out the HubSpot Product and Services Catalog. If you want to add more reports, you can create a new dashboard or remove reports from the current dashboard.

Filter reports on your dashboard

The data a report displays depend on its filters. For better analysis, you should filter the data to a specific date range, specific owners or teams, or specific pipelines. You can filter all reports on a dashboard or filter individual reports.

Filter all reports on your dashboard

Please note:
  • These dashboard filters do not work with:

  • Filters applied to the dashboard will override any filters set on individual reports in the dashboard.
  • The date range set in a dashboard filter will also apply to any date property in the individual report's filter. 
  • If you select a Weekly frequency, reports relating to the CRM (e.g., contacts, companies, deals, tickets) will start the weeks on Monday, while reports relating to analytics (e.g., traffic analytics, page analytics) will start the weeks on Sunday.
  • The Owner  filter on a dashboard uses data from the HubSpot default owner property and not custom properties with the HubSpot user property type. 


To filter your entire dashboard:

  • In your HubSpot account, navigate to Reporting > Dashboards.
  • Click the name of the current dashboard, then select the dashboard you want to filter from the dropdown menu.

  • In the upper left, click Filter dashboard. Any existing filters will be next to Filter dashboard. To edit such existing filters, click the filter to view its options.

filter-dashboard

  • Select a filter you want to apply to your dashboard. The options vary depending on the reports in your dashboard:
    • Date range: set a default date range for all reports on your dashboard.
      • Click the Date range dropdown menu and select a preset date range or select Custom date range to set your own.
      • Click the Frequency dropdown menu to set the time interval for data in your reports.
      • Click Apply.

        dashboard-date-range

    • Owners: filter any record-based reports on your dashboard by the record owners in your account. Click the Owners dropdown menu to select one or more record owners. Click Apply.

      dashboard-owners

    • Teams: filter record-based reports on your dashboard by teams in your account. Click the Teams dropdown menu, then select the checkbox of the teams you want to filter your dashboard by. Click Apply.

      dashboard-teams

    • Deal pipeline: filter deal-based reports on your dashboard by a deal pipeline. Click the Deal pipeline dropdown menu and select a pipeline, then click Apply.

      dashboard-deal-pipeline

    • Ticket pipeline: filter ticket-based reports on your dashboard by a ticket pipeline. Click the Ticket pipeline dropdown menu to select a pipeline, then click Apply.

      dashboard-ticket-pipeline

Filter a specific report on your dashboard

To add filters to specific reports on your dashboard, including reports created with the custom report builder:

  • In your HubSpot account, navigate to Reporting > Dashboards.
  • Click the name of the current dashboard and select the dashboard you want to view.
  • Hover over the report you want to filter and click the filter view & filter icon.
     view-and-filter-dashboard-report0
  • In the dialog box, set up your report filters.
    • Use the dropdown menus to adjust the Date property, Date range, and Frequency filters.
    • To add other filters, click add Add filter. The filters and options depend on the type of report you're filtering (e.g., a landing page report will have a URL filter and options, where a template report will not). dashboard-report-filters0
  • To save your filters, click Save.

Please note: any filters applied to the entire dashboard will override these report settings.

Edit or customize reports on your dashboard

If you have access to custom reports, you can customize the reports on your dashboard.

Please note: the number of reports you can customize depends on your product subscription. Check your limits at HubSpot's Products & Services Catalog.

To customize a report on your dashboard:

  • In your HubSpot account, navigate to Reporting > Dashboards.
  • Click the name of the current dashboard, and select the dashboard from the dropdown menu.
  • Hover over the report you want to edit and click View and filter icon.
  • In the dialog box, click Customize to edit your report. Then click Update existing report or Save as new report to create a new report.

update-existing-report-dashboard


Move and resize reports on your dashboard

  • In your HubSpot account, navigate to Reporting > Dashboards.
  • Click the name of the current dashboard and select the dashboard from the dropdown menu.
  • To reorganize the reports on your dashboard, click the report you want to move.
  • Drag and drop the report to the desired location on your dashboard.

rearrange-reports-dashboard

  • To resize a report, click the bottom right corner of the report on the dotted sizing arrow. Hold your left mouse button down and drag left or right to increase or decrease the size.

resize-report-dashboard

Rename, clone, remove, or delete reports on your dashboard

  • In your HubSpot account, navigate to Reporting > Dashboards.
  • In the upper left, click the name of the current dashboard, then select the dashboard you want to edit from the dropdown menu.
  • Hover over the report and click the Actions dropdown menu:
    • Rename: select to rename a report. In the dialog box, enter a new name in the New report name field, then click Save.
    • Clone: select to clone the report. In the dialog box, enter a name for your new report and you can choose to add the new report to an existing dashboard or create a new dashboard to add it to. Click Clone to existing/new dashboard.
    • Remove from dashboard: select to remove a report from the dashboard but not delete it.
    • Delete: select to delete a report completely from your HubSpot account.

  • Select the report and click Restore

Add notes to your dashboard

You can add notes to a dashboard if you want to add context, extra information, or instructions for your team. Notes can include text, image, and video. 

Please note: adding a note to a dashboard will count toward the limit of reports per dashboard. Learn more about how many reports you can have per dashboard for your subscription in the HubSpot Product and Services Catalog.

To add notes to a dashboard:

  • In your HubSpot account, navigate to Reporting > Dashboards.
  • In the upper left, click the name of the current dashboard, then select the dashboard you want to edit from the dropdown menu.
  • In the upper right, click the Actions dropdown menu, then select Insert images, text, or video

    dashboard-insert-images-text-video

  • Enter your notes into the notes field, using the toolbar to format as needed. To add images or video, click the insertImage Insert image or insertVideo Insert video icons. 

    dashboard-insert-image-video-icons

  • After creating your notes, click Insert to add them to the dashboard.

Customize your dashboard settings

Super admins or users with Reports & dashboards permission in your account can view and make changes to all dashboards, regardless of visibility or ownership. Otherwise, a user can only make changes to dashboards they own or have access to.

  • In your HubSpot account, navigate to Reporting > Dashboards.
  • Click the name of the current dashboard and select the dashboard you want to edit from the dropdown menu.
  • You can update the privacy setting for your custom dashboard. In the upper right, click the Assigned dropdown menu and click Edit access. In the right panel, select who should be able to access the dashboard.
    • Private to owner: select to allow only your user and your admins to view and edit the dashboard. A Super Admin can only select this if they are the owner of the dashboard.
    • Everyone: select to allow all users in your HubSpot account to view the dashboard.
      • Select View and edit to allow all users to view and edit the dashboard.
      • Select View only to allow all users to view, but not edit, the dashboard.
    • Only specific users and teams (Enterprise only): select to allow specific users and teams in your HubSpot account to view the dashboard.
      • Select View and edit to allow specific users to view and edit the dashboard. Click Next in the bottom right and select the users and teams that will have view and edit access to the dashboard and click Save.
      • Select View only to allow specific users to view, but not edit, the dashboard. Click Next in the bottom right and select the users and teams that will have view access to the dashboard and click Save.

Please note: If a user does not have access to a dashboard, they can click Request access to trigger an email notification to the dashboard owner so the owner is aware and can grant them access.

  • In the upper right, click the Actions or Share dropdown menu and select an action:
    • Actions:
      • Add external content: add content from external sources including Google Sheets, Youtube, Databox and more. 
      • Clone dashboard: select to clone the existing dashboard. In the right panel, enter the cloned Dashboard name and select the users who will have access to the cloned dashboard. Once selected, click Clone dashboard.
      • Dashboard details: select to rename the dashboard, edit its description or change owner. In the right panel, edit the Dashboard name, edit the Dashboard description, or edit the dashboard owner. Once done, click Save.
      • Set as default: select to make the dashboard your default. In the dialog box, click Set as default. Going forwards, this dashboard will be shown to you when you log in, or when you click the HubSpot sprocket in the top left.
      • Delete: select to delete the dashboard. To keep the custom reports in your reports list, clear Also delete all reports in this dashboard. To confirm the deletion, click Delete dashboard.

dashboard-actions-1

    • Share:

share-menu-dashboards


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