Customize the summary tab in the customer success workspace

On the Summary tab in the customer success workspace, you can monitor daily task progress, customer views, health score summaries, schedules, and key reporting metrics.

Admins can configure the default Summary tab layout to align with team priorities by adding, removing, reordering, and resizing cards from the card library. While admins manage which cards are available on the Summary tab, individual users can personalize the arrangement and size of cards in their own view without affecting the default configuration .

Customize the summary tab

Add cards to the summary tab

1. In your HubSpot account, click More, then navigate to Service > Customer Success. If More doesn't appear in your account, navigate to Service > Customer Success directly.
2. On the Summary tab, to select the default view, click the user dropdown menu at the top of the page and select your name.
3. Click the My customers view. 
4. In the upper right, click Settings. Then, click Customize Summary Tab.
5. In the upper right, click Manage cards.
6. In the right panel, to add an existing card, click + Add card.
7. To create a new card:

• • Click the Create card tab.
  • Next to the card type you want to create, click Create card.
  • Enter the card details.
  • Click Create.
  • In the Manage card library tab, click + Add Card next to the newly created card.
    
    
    

4. To remove a card, hover over the card and click the three vertical dots. Then, select Remove card.
5. Once you're done, in the upper right, click Save.
6. In the dialog box, click Save changes.

Any cards added to the default view will be appended to each user's Summary tab.

Edit cards on the summary tab

Reorder and resize cards on the Summary tab to personalize your view. These changes affect only your own layout and do not change the default workspace configuration.

Please note: Super Admins and users with the Manage Customer Success Settings permission can select another user from the user dropdown menu to view or edit that user's Summary tab. Learn more about editing another user's summary tab. 

1. In your HubSpot account, click More, then navigate to Service > Customer Success. If More doesn't appear in your account, navigate to Service > Customer Success directly.

2. On the Summary tab, click the My customers view.

3. In the top right, click Settings. Then, click Customize Summary Tab.

4. To reorder cards, click and drag a card to a new location. 

5. To resize a card, click the bottom right corner of the card and click and drag it. 
   
   

   

6. In the top right, click Save.