How to Set Up Reporting Dashboards in HubSpot

Written By Sean McGauley
February 20, 2024

One of the most powerful tools in HubSpot is reporting. You can set up a new reporting dashboard or utilize one of HubSpot’s many templates. To get started, we recommend starting with the provided templates first, then moving to creating your own once you’re comfortable. 

Here's what's covered in this how-to article: click below to jump to the section you want:

Using Reporting Templates

Templates are available for specific roles like “Sales Rep” or “Marketing”, or even HubSpot objects like “Marketing Contacts.

  • In your HubSpot account, click the Reporting dropdown in the main navigation bar.
  • Click on Dashboards.
  • Search the included Dashboard templates from HubSpot, or click New dashboard to create your dashboard from scratch. 

Watch the How-to Video



Follow These Steps to Set Up Your Reporting Dashboards in HubSpot

  • In your HubSpot account, navigate to Reporting > Dashboards.
  • Here you can select a pre-made dashboard template or customize your own. 
  • For today’s example, we’ll be using the pre-made template, which is always a good idea if you can find something that fits your needs. 
  • In this example, we’ll select the marketing template
  • This template includes 9 reports focused on your website performance. You can use the checkboxes to remove any reports you don’t need. 
  • Then click next
  • Name your dashboard in the provided dialog box
  • Set the access to your dashboard – choose between private, everyone (view only or view and edit), and specific users and teams (Enterprise only).
  • Click create
  • Visit your dashboard to see all of your reports.

What's Next?

There's still a little more work to be done to get your HubSpot portal set up the right way.

Now that you've set up your reporting dashboard in HubSpot, we're ready to set up your meeting link.

Here are our step-by-step instructions and video for creating your meeting link in HubSpot. 

Download Your HubSpot Implementation Checklist

Sean McGauley

About the Author

Marketing is more challenging than it’s ever been - but, I’m committed to finding new and creative ways to succeed. By day, I’m a digital marketing enthusiast with a passion for connecting brands with their target audience. I have over a decade of experience in creating and executing successful campaigns with a proven track record. I specialize in Strategy, Copywriting, SEO, and social media marketing - always staying up-to-date with the latest industry trends and technologies. By night, you'll likely find me adventuring with family and friends. I enjoy nature, photography, mountain biking, fly fishing, and trying new foods. I want to connect with other like-minded professionals to learn from and work with.