---
title: How to Set Up Reporting Dashboards in HubSpot
description: Get started with one of the most powerful tools in HubSpot- reporting. Learn how to set up a new reporting dashboard or utilize one of HubSpot’s templates.
image: https://growthspurtagency.com/hubfs/How%20to%20Set%20Up%20Reporting%20Dashboards%20in%20HubSpot-%20Growth%20Spurt.png
---

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# 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. 

##### [→ Download Now: Your HubSpot Implementation Checklist](https://growthspurtagency.com/get-your-hubspot-implementation-checklist)

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

- [Using Reporting Templates](https://growthspurtagency.com/blog/how-to-set-up-reporting-dashboards-in-hubspot#Using-Reporting-Templates)
- [Watch the How-to Video](https://growthspurtagency.com/blog/how-to-set-up-reporting-dashboards-in-hubspot#How-to-Video)
- [Step-by-Step Instructions](https://growthspurtagency.com/blog/how-to-set-up-reporting-dashboards-in-hubspot#Step-by-Step)
- [Your Next Step](https://growthspurtagency.com/blog/how-to-set-up-reporting-dashboards-in-hubspot#Next-Step)

## 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](https://growthspurtagency.com/blog/how-to-set-up-the-free-hubspot-crm-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. ](https://growthspurtagency.com/blog/how-to-set-up-your-meeting-link-in-hubspot/)

[![Download Your HubSpot Implementation Checklist](https://growthspurtagency.com/hubfs/Imported_Blog_Media/interactive-148656685128-Apr-05-2024-07-21-30-4282-PM.png)](https://cta-service-cms2.hubspot.com/web-interactives/public/v1/track/redirect?encryptedPayload=AVxigLIrrTAfmzvXhIORP0eWLY8Yv%2BvhqXxE9utzfGlr2S60G0bkBxE35WNwwYZ13lIKfQYfhQFSwD2RCNawd1JR7rkYYt%2F%2BGBvnHUlfrmBwzWj7tRoKTXM5axxPdp8%2BD3%2BRdS5NgfcKJ1EiaM3r00qU5zq7uCIdjsvi5wrflhx%2F0S9H8%2FKQyrNlKPQSKWyqrW6RvPMQxKQqAPbdu%2BDibTYUNaL4DEfwOYTvaKJu&webInteractiveContentId=148656685128&portalId=21789760)

![Sean McGauley](https://growthspurtagency.com/hubfs/Headshots/Sean%20LinkedIn%20Profile%20Pic.png)

#### 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.

<https://www.linkedin.com/in/seanmcgauley/>

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