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      How do I create effective dashboards in HubSpot?

      📊 How to Create Effective Dashboards in HubSpot: Step-by-Step


      1. Start by Creating a Dashboard

        • Navigate to the Dashboards section in HubSpot.

        • Click to create a new dashboard.

        • Choose from predefined dashboard templates (e.g., Sales, Marketing, Service, etc.).

        • Review the default reports included with each template.

        • Select your desired dashboard type (e.g., Sales Dashboard), select all default reports, and configure visibility settings (e.g., everyone, specific teams or users).

        • Click Create Dashboard.

      2. Review the Dashboard Contents

        • Open the newly created dashboard.

        • Review the included reports (note that if you're using a sandbox, some reports may show no data).

        • Delete any irrelevant or empty reports by clicking the delete icon on each.

      3. Customize Layout and Visuals

        • Resize reports by dragging from the bottom-right corner.

        • Reposition reports using drag-and-drop to make better use of screen space.

      4. Edit and Filter Individual Reports

        • Click on a report to open the editor.

        • Use built-in controls to:

          • Change date range (e.g., "Last 30 Days" to "This Year").

          • Switch time aggregation (e.g., daily to monthly).

          • Apply Quick Filters or Advanced Filters (e.g., filter by Deal Stage or Pipeline).

        • When finished, close the editor and choose to update the existing report if needed.

      5. Adjust Report Type and Display Options

        • Within the editor, choose different visualization types (e.g., switch from line graph to column graph).

        • Configure properties such as totals, data breakdown frequency (e.g., monthly, quarterly), and chart display.

      6. Explore and Add More Reports

        • Go to the Reports area in HubSpot.

        • Select Create Report.

        • Explore available options in Analytics Tools and Prebuilt Reports by HubSpot.

      7. Select and Customize Prebuilt Reports

        • Choose from options like Deal Reporting, Sales Velocity, Forecasts, and Historical Snapshots.

        • Click into a report (e.g., Average Deal Size) and review the "About" tab to understand the data sources and structure.

        • Customize the time range, frequency, and filters (including advanced filter logic using AND/OR conditions).

      8. Add Report to Your Dashboard

        • After customizing the report, click Save.

        • Choose Add to Existing Dashboard and select your desired dashboard (e.g., Sales Dashboard).

        • Click Save.

      9. Finalize and Review Dashboard

        • Return to the dashboard to confirm the new report has been added.

        • Resize or reposition as needed.

        • Your dashboard is now updated and ready for use.