Introduction

Creating dashboards in HubSpot helps you visualize and track important metrics, from marketing performance to sales data. Dashboards provide an at-a-glance view of your business KPIs and are crucial for decision-making. This guide will walk you through how to create a dashboard in HubSpot.

Why Creating Dashboards in HubSpot Is Important

• Data Visualization: Dashboards allow you to visualize key data points such as leads, traffic, and sales performance, helping you make informed decisions.

• Centralized Reporting: You can collect various reports into a single dashboard, making it easier to track multiple metrics in one place.

• Improves Team Collaboration: Share dashboards with your team to keep everyone aligned on performance and goals.

• Customizable: HubSpot dashboards are highly customizable, allowing you to tailor reports and data visualizations to your specific needs.

How to Create a Dashboard in HubSpot

Step-by-Step Guide

1. Go to Reporting and Data: In your HubSpot account, navigate to Reporting and Data and select Dashboards.

2. Click on Create Dashboard: In the dashboard area, click the Create Dashboard button.

3. Choose a Template or Start from Scratch: Select a pre-built dashboard template, like Marketing Performance, or choose to start from scratch if you want full customization.

4. Select Reports: Review the reports included in the template and only select the ones relevant to your needs.

5. Name Your Dashboard: Provide a name for your dashboard and set access levels to control who can view or edit it.

6. Create the Dashboard: Once you've customized the settings, hit Create dashboard.

7. Go to Your Dashboard: After the success prompt, click on Go to your dashboard to view and start managing your new dashboard.

8. Drag and Drop Reports: Customize your dashboard by dragging and dropping reports into the layout that works best for you.

9. Add More Reports: If needed, click the Add reports button in the top right to include more data from areas such as website traffic, leads, or sales.

Best Practices for Creating Dashboards

• Focus on Key Metrics: Only include reports that are essential to your goals. Overloading your dashboard with too many metrics can make it cluttered and difficult to interpret.

• Customize Access: Make sure the right team members have access to the dashboard by setting appropriate permissions.

• Regular Updates: Keep your dashboards updated with the latest data to ensure accuracy and relevance.

• Organize Reports Effectively: Group related reports together to make the dashboard easy to navigate and understand at a glance.

Summary

Creating dashboards in HubSpot helps you visualize and track critical business metrics, improving your ability to make data-driven decisions. By following the steps above, you can create and customize dashboards that provide a clear overview of your company’s performance, from marketing campaigns to sales activities.

Superjoin: Data Connector for Google Sheets

While HubSpot dashboards provide valuable insights, managing and exporting data for more complex reporting can be challenging. Superjoin is a powerful data connector for Google Sheets that enables you to sync your HubSpot data effortlessly. With its 2-way sync, you can import your dashboard data into Google Sheets, make updates, and export it back to HubSpot, streamlining data management and reporting. Try Superjoin today!