# Hubspot - how to create a dashboard in

> To create a dashboard in HubSpot, go to Reporting and Data, select Dashboards, and click Create dashboard. Choose a template, select required reports, name the dashboard, set access levels, and click Create dashboard. Finally, click Go to your dashboard to customize reports and add more data.

Canonical: https://livedemo.ai/tutorials/how-to-create-a-dashboard-in-hubspot/
Apps: HubSpot
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36b0ab56e05a00fdb911/preview?step=1

## Steps

1. Go to Reporting and Data.
2. Select Dashboards.
3. Click on Create dashboard.
4. Choose a template that matches your requirement the most (e.g., Marketing Performance)
5. Note what reports are included in the dashboard and only select the ones you need.
6. Provide a name to your dashboard and set access levels. and finally hit Create dashboard.
7. Click on Go to your dashboard
8. You can switch over to other dashboards by clicking on the dropdown button.
9. Drag & drop reports to arrange them and customize their appearance.
10. If you want to add more data from website traffic, leads, sales, etc to the dashboard, click on the Add reports button on the top right.