Dashboards

Manage your dashboards

Last updated: November 19, 2019

Applies to:

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

You can create new dashboards and customize their reports for your personal use. If you want to share a dashboard with others in your HubSpot account, edit its visibility. You can also clone dashboards that are visible to you and delete dashboards you've created to reduce clutter.

Super Admins or admins with the Edit reports ownership permission enabled in your account can view and make changes to all dashboards, regardless of visibility or ownership.

Please note: the number of dashboards you can create depends on your subscription. Check out the HubSpot's Product and Services Catalog for the dashboard limits.

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 users in your HubSpot account can view this dashboard but can't make edits. Only your user can make edits to this dashboard.
    • Shared: all users in your HubSpot account can view and edit this dashboard.
    • Private: only your user 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

Manage your dashboards

Super Admins or admins with the Edit reports ownership permission enabled 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.

  • 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 at the bottom, click Manage dashboards.
  • In the right panel, you can make changes to your dashboards:
    • Hover over the dashboard you want to edit and click the Actions dropdown menu.
      • Rename dashboard: select to rename the dashboard. In the dialog box, enter the Dashboard name and click Rename.
      • Please note: it is not possible to rename standard HubSpot dashboards.
      • Change owner: select to change the dashboard's owner.
        • In the dialog box, click the Dashboard owner dropdown menu and select its new owner.
        • Click Change owner.
        • In the new dialog box, confirm the change by clicking Change owner.
      • Set default dashboard: select to make the dashboard your default. In the dialog box, click Set 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.
      • Clone dashboard: select to clone this dashboard.

        • Click Clone dashboard.
      • Delete dashboard: select to delete the dashboard.
        • In the dialog box, clear Delete all reports as well if you want to keep the custom reports in the dashboard in your reports list.
        • To confirm the deletion, click Yes, delete dashboard.
    • To change a dashboard's visibility, hover over the dashboard and click the Visibility dropdown menu. Select the visibility you want the dashboard to have.
      • 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. A Super Admin can only select this if they are the owner of the dashboard.
    • To bulk delete dashboards:
      • Select the checkboxes next to the dashboards you want to delete. In the table header, click Delete.
      • In the dialog box, clear  Delete all reports as well if you want to keep the custom reports in the dashboard in your reports list.
      • To confirm the deletion, click Yes, delete dashboard.
/dashboards/manage-your-dashboards