How to set a default reporting dashboard

Last updated: March 1, 2017

Available For:

Marketing: Basic, Pro, Enterprise
Sales: Free, Professional
Add-Ons: Reporting

Reporting Add-On Administrators have the ability to set a default reporting dashboard. 

To set a default dashboard in your reporting tools:

  • From your HubSpot Marketing or Sales account, go to your main dashboard by clicking on Dashboard in the navigation bar.

  • Click on the name of the current Reports dashboard (Marketing Dashboard or Sales Dashboard) to select the desired dashboard.

  • Click the Settings dropdown at the top-right of the dashboard and select.
  • Select Make default dashboard and then Set as default to confirm.

This report will now appear by default when navigating to Reports Reports Home Reports Dashboards. Also note, while in the Marketing product, the Marketing Dashboard will always appear by default when clicking Dashboard in the main navigation bar. (The same behavior occurs in the Sales tools - the Sales Dashboard will appear by default when you click on Dashboard in the main navigation of your Sales account.)