Last updated: March 16, 2021
Organize related reports into one view using a dashboard. Create new dashboards for different reporting purposes, share dashboards with other users in your account, and clone or delete existing dashboards to stay organized.
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.
Please note: the maximum number of dashboards you can have in your HubSpot account is based on the highest subscription tier your account has. For example, if your account has both Marketing Hub Enterprise and Sales Hub Professional, you can have the maximum number of dashboards based on your Enterprise subscription. Review your dashboard limits based on your highest subscription tier in HubSpot's Product and Services Catalog.
Please note: the dashboard name can't contain a website URL or period.
Please note: dashboards from the dashboard library will have default names in the language the user is selected for their account. If the dashboard is created and shared to users who selected a different language, the dashboard names will still remain in the language selected originally. You may want to rename dashboards if you're working with users with different language settings.
Super admins and users with Reports & dashboards permission 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.
You can change the owner of a dashboard, set a dashboard to be your default, and delete dashboards.
Please note: you can only change a dashboard's name and visibility when viewing the dashboard.
More than one user can have access and make changes to a dashboard. When you notice changes to a dashboard, you can view its activity log and understand who made these changes.
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