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Use the updated report viewer and dashboards

Last updated: April 7, 2026

Available with any of the following subscriptions, except where noted:

Marketing Hub Starter
Sales Hub Starter
Service Hub Starter
Data Hub Starter
Content Hub Starter

If you have a Starter subscription, you can access a curated set of reporting templates and dashboards that display different analytics.

View report templates

To view report templates:

In your HubSpot account, navigate to Reporting > Reports.
In the left sidebar menu, reports are organized into categories under each analytics suite. Select the analytics suite you want to work in (e.g., Marketing, Sales, or Service) to view its available reporting categories.
Within a category, select a report template. Templates with an upward-facing arrow next to their name are not available.

Once you've selected a report template, the data will display. Within a report template, you can filter your data, export unsummarized data, and save a report. Learn how to interact with reports in the report viewer.

If you have saved a report, you can view it again later by navigating to My reports in the left sidebar.

View preloaded dashboards

To view preloaded dashboards:

At the top of the page, use the dropdown menu to select from preloaded dashboards, including options for CRM overviews, pipeline performance, and other key analytics. To choose which dashboard appears by default when you open the Dashboards page, click the star icon next to the dropdown menu.

If you'd like to explore reports, and add them to dashboards, click Explore reports at the top.
Learn more about creating and adding content to dashboards.

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