Customize your dashboard

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:

2. At the top right, click Add content, then select Report.
3. In the right panel, click the My reports tab to add an existing report. Click the Ready-made reports tab to add report templates, including reports suggested by AI.
4. To add the reports, click the report to drag and drop it into the dashboard, or click the + plus icon next to the the report.

5. To take actions on the report within your dashboard, click the three vertical dots icon. Then, click the action you wish to complete.

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:

1. In your HubSpot account, click More, then navigate to Reporting > Dashboards. If More doesn't appear in your account, navigate to Reporting > Dashboards directly.
2. At the top, click the name of the current dashboard, then select the dashboard you want to edit from the dropdown menu.
3. In the upper right, click the Add content dropdown menu, then select Image or text.
4. 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.
5. After creating your notes, click Add to add them to the dashboard.

Add external content to your dashboard

You can add external content to a dashboard from various integrations. 

Please note: adding a external content 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 external content to a dashboard:

1. In your HubSpot account, click More, then navigate to Reporting > Dashboards. If More doesn't appear in your account, navigate to Reporting > Dashboards directly.
2. At the top, click the name of the current dashboard, then select the dashboard you want to edit from the dropdown menu.
3. In the upper right, click the Add content dropdown menu, then select External content.
4. In the dialog box, select the integration from which you want to add external content. Input the required fields to add the external content. Then, click Add.

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.

Learn more about using dashboard filters.

Refresh your data on your dashboard

To ensure your data is up-to-date, you can refresh your dashboard. 

1. In your HubSpot account, click More, then navigate to Reporting > Dashboards. If More doesn't appear in your account, navigate to Reporting > Dashboards directly.
2. At the top right of any dashboard, click the Refresh icon.

3. The dashboard will now show the most up-to-date data.

Customize report filters 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:

1. In your HubSpot account, click More, then navigate to Reporting > Dashboards. If More doesn't appear in your account, navigate to Reporting > Dashboards directly.
2. At the top, click the name of the current dashboard, and select the dashboard from the dropdown menu.
3. Hover over the report you want to edit and click the filterIcon View and filter icon.
4. In the dialog box, customize your report filters at the top. 
5. At the top right, click Save. Then, select Update existing report or Save as new report.

Move and resize reports on your dashboard

1. In your HubSpot account, click More, then navigate to Reporting > Dashboards. If More doesn't appear in your account, navigate to Reporting > Dashboards directly.
2. Click the name of the current dashboard and select the dashboard from the dropdown menu.
3. To reorganize the reports on your dashboard, click the report you want to move.
4. Drag to move the report to the desired location on your dashboard.

5. 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.

Add metrics to the top of your dashboard (BETA)

You can add a row of up to six metrics to the top of any dashboard. Choose from a library of default metrics, or build your own using aggregations and custom formulas. Metrics support all object types, including custom objects, and update automatically when you apply dashboard filters.

1. In your HubSpot account, click More, then navigate to Reporting > Dashboards. If More doesn't appear in your account, navigate to Reporting > Dashboards directly.
2. At the top right, click Metrics.

3. From the dropdown menu, click one of the following:
   • Show metrics: a row will appear displaying any selected metrics.
   • Add metric: a pop-up box will appear with metrics you can select. To create new metrics:
     • In the pop-up box, click Create new metric.
     • In the right panel, customize the metric based on object type, property, date, and more by clicking + Add filter.
     • Once completed, click Create. The metric will now be available for selection in the pop-up box.
   • Manage metrics: a dialog box will appear with all available metrics. Use the filters at the top to narrow down the metrics that appear in the table. Hover over a metric, then click Actions to view, edit, or delete the metric.
4. After adding metrics, the metric row will appear at the top.

Customize your dashboard access settings

Super Admin 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.

1. In your HubSpot account, click More, then navigate to Reporting > Dashboards. If More doesn't appear in your account, navigate to Reporting > Dashboards directly.
2. At the top, click the name of the current dashboard and select the dashboard you want to edit from the dropdown menu.
3. You can update the privacy setting for your custom dashboard. In the upper right, click the gear icon.

• • In the right panel, under Who can access this dashboard, customize your access settings:
    
    • Everyone can view: select to allow all users in your HubSpot account to view the dashboard.
    • Everyone can view and edit: select to allow all users in your HubSpot account to view AND edit the dashboard.
    • Specific users and teams (Enterprise only): select to allow specific users and teams in your HubSpot account to view the dashboard. Under Assigned users & teams, click Select users & teams. Then, select the users and teams, 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.