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How to build custom dashboards on HubSpot

intermediate 8 min read Updated 2026-03-18
Quick Answer

Custom dashboards in HubSpot are created by navigating to Reports > Dashboards, clicking Create dashboard, and adding relevant reports and widgets. You can customize layout, filters, and sharing settings to display the metrics most important to your team.

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Prerequisites

  • Active HubSpot account with dashboard permissions
  • Basic understanding of HubSpot reports
  • Knowledge of your key business metrics
  • Access to relevant HubSpot tools (Marketing, Sales, or Service Hub)

Step-by-Step Instructions

1

Navigate to the Dashboard section

Log into your HubSpot account and click on Reports in the main navigation menu. Then select Dashboards from the dropdown menu. You'll see a list of existing dashboards and the option to create new ones.
Bookmark the dashboards page for quick access since you'll likely be checking it regularly.
2

Create a new dashboard

Click the Create dashboard button in the top right corner. Choose between Blank dashboard for complete customization or select a template from the available options. Enter a descriptive name for your dashboard and optionally add a description.
Use naming conventions that indicate the dashboard's purpose, like 'Sales Team Q1' or 'Marketing Performance Weekly'.
3

Add reports to your dashboard

Click Add report to browse existing reports or Create report to build new ones. Select reports from the library by clicking the + icon next to each report you want to include. You can add up to 20 reports per dashboard depending on your HubSpot subscription.
Group related metrics together and consider your audience's needs when selecting reports.
4

Customize report layouts and sizing

Drag and drop reports to rearrange their positions on the dashboard. Click and drag the corners of each report widget to resize them. Use the Edit layout option to switch between different column configurations and optimize the visual hierarchy.
Place the most important metrics at the top of the dashboard where they'll be seen first.
5

Configure dashboard filters

Click Add filter to create dashboard-wide filters that apply to multiple reports. Common filters include date ranges, team assignments, and pipeline stages. Set default filter values that make sense for your team's daily workflow.
Dashboard filters save time by allowing users to quickly change views without editing individual reports.
6

Set up sharing and permissions

Click the Share button to configure who can view or edit the dashboard. Choose from options like Private, Share with specific users, or Share with entire team. Set appropriate permission levels for viewers versus editors.
Consider creating separate dashboards for different roles rather than trying to make one dashboard serve everyone.
7

Configure refresh settings and notifications

In the dashboard settings, set up automatic refresh intervals using the Auto-refresh option. Enable email notifications for specific metric thresholds by clicking Set up notifications. Schedule regular dashboard reports to be sent to stakeholders.
Set refresh intervals based on how frequently your data changes - hourly for sales teams, daily for marketing teams.
8

Save and test your dashboard

Click Save to finalize your dashboard setup. Test all filters, verify that reports are displaying correctly, and ensure the layout looks good on different screen sizes. Share the dashboard URL with team members and gather feedback for improvements.
Test your dashboard on mobile devices if team members will be accessing it from phones or tablets.

Common Issues & Troubleshooting

Reports are showing 'No data' or blank charts

Check that your date range filters include periods with actual data. Verify that the reports have the correct data sources selected and that you have permission to view the underlying data objects.

Dashboard loads slowly or times out

Reduce the number of complex reports on your dashboard or adjust date ranges to shorter periods. Consider using summary reports instead of detailed drill-down reports for better performance.

Team members cannot see shared dashboards

Verify sharing permissions are set correctly and that team members have the necessary HubSpot tool access. Check that users have appropriate role permissions for the data sources used in your reports.

Dashboard filters are not applying to all reports

Ensure that reports use compatible field types for filtering. Some custom reports may not support dashboard-level filters - check individual report settings and recreate reports if necessary using compatible field mappings.

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