Welcome to a guide that unravels the power of data visualization in HubSpot through personalized dashboards. In this comprehensive walkthrough, we'll delve into the seamless process of setting up and customizing your HubSpot dashboard to showcase crucial insights and information. Elevate your data-driven decision-making by following these steps, designed to empower you with effective visualization tools.
Access Your Dashboard
Log in to Hubspot
Log in to your HubSpot account.
Go to "Dashboards"
On the main menu, click "Reports" and then "Dashboards."
Explore Available Dashboards
View available dashboards
In the top-left corner, click the dropdown menu to view the available dashboards.
Select a dashboard to view its reports.(this page will only appear if you have existing dashboards)
Create a New Dashboard
Click the "Create dashboard"
Click the "Create dashboard" button at the top of the page.
Choose between starting with a blank dashboard or using a pre-built template.
Select visibility settings
Name your dashboard and select its visibility settings (e.g., accessible to the whole team).
Add Reports to Your Dashboard
Click the "Add report" button on your dashboard.
Choose report source
Choose between adding a saved report or creating a new one.
Choose template or custom report
If creating a new report, select a report template or build a custom report.
Adjust settings and Save
Adjust the report settings, if needed, and click "Save."
Add to dashboard
Add the report to your dashboard.
Customize Your Dashboard Layout
Reposition on dashboard
Click and drag reports to reposition them on your dashboard.
Resize reports by clicking and dragging their edges.
Add Images, Text, or External Content
Click the "Actions" button at the top of your dashboard.
Select "Add images, text, or external content."
Choose content to add
Choose between adding an image, text, or embedding external content (e.g., a YouTube video or Google Sheets chart).
Configure and confirm
Configure the content and click "Add."
Apply Filters to Your Dashboard
Click "Filter dashboard"
Click the "Filter dashboard" button at the top of the page.
Choose and Apply
Choose and apply the desired filters to customize the data displayed in your reports.
Crafting a tailored HubSpot dashboard offers an invaluable window into your data landscape. You've now navigated through the process of creating, customizing, and refining your dashboard for optimal insights. By adeptly positioning reports, adding multimedia elements, and applying filters, you're ready to harness the potential of data visualization. Elevate your data interpretation game and make informed decisions that drive your business forward.