Hubspot - how to create a dashboard in
- George Apostolov
Hubspot - how to create a dashboard in: step-by-step guide
Go to Reporting and Data.
Select Dashboards.
Click on Create dashboard.
Choose a template that matches your requirement the most (e.g., Marketing Performance)
Note what reports are included in the dashboard and only select the ones you need.
Provide a name to your dashboard and set access levels. and finally hit Create dashboard.
Click on Go to your dashboard
You can switch over to other dashboards by clicking on the dropdown button.
Drag & drop reports to arrange them and customize their appearance.
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.
Quick answer: 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.
About this HubSpot tutorial
Build and customize your HubSpot dashboards efficiently by selecting templates, choosing reports, setting access levels, and adding new data. This guide covers hubspot - how to create a dashboard in in 10 steps, starting with "Go to Reporting and Data" and finishing with "If you want to add more data from website traffic, leads, sales, etc to the dashboard,...". The interactive demo above is a click-through copy of the real HubSpot interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does hubspot - how to create a dashboard in take?
10 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your HubSpot data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under HubSpot. Related guides: Hubspot - How to Create a Deal, Hubspot - how to create a filter in hubspot and HubSpot - How to add forms. Last reviewed 05 Oct 2026.
Create your first interactive demo in minutes
No credit card required • Start building today
