Dashboards

Manage your dashboards

Last updated: January 31, 2020

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. Review 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 in the Dashboard name field.

Please note: the dashboard name can't contain a website URL or period.

  • To select who has access to this dashboard, click the Visibility dropdown menu:
    • 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.
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. Changes you can make to a custom dashboard include changing its owner, renaming it, and updating who can access it.

  • Navigate to your HubSpot dashboards by clicking the sprocket icon sprocket in the top left corner of your account.
  • In the upper left, click the dashboard dropdown menu, which is the name of the current dashboard you're in, and select Manage dashboards.
  • Here, you can make changes to your dashboards:
    • Hover over the dashboard you want to edit and click the Actions dropdown menu.
      • 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.
        • If you want to keep the custom reports in the dashboard in your reports list, in the dialog box, clear the Delete all reports as well checkbox.
        • To confirm the deletion, click Yes, delete 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.
You can only change a dashboard's name and visibility when viewing the dashboard.
/dashboards/manage-your-dashboards