How to Create a Dashboard in HubSpot and Confirm It Works

To create a dashboard in HubSpot, open the Reports area, go to Dashboards, and create a new dashboard from that page. Then name it, choose who can see it, and add reports. If you want to confirm it was created correctly, check that it shows up in your dashboard list and is visible to the right people.

What you need before you start

Before you create a dashboard, make sure you can access HubSpot’s Reports and Dashboards tools. If you can’t open the Dashboards page, you may not have the right subscription, seat, or permissions for reporting features.

You also need permission to create or edit dashboards. In many accounts, that means you can view reports and make a dashboard, but the exact access depends on how your HubSpot portal is set up.

A quick pre-check helps:

• You can sign in to HubSpot.
• You can open the Reports or Dashboards area.
• You have permission to create a dashboard, not just view one.
• You know who should be able to see the dashboard once it’s published.

If your access is limited, ask your HubSpot admin to adjust permissions before you start. That avoids building a dashboard you can’t save or share the way you want.

How to create the dashboard step by step

1. Sign in to HubSpot and open the main navigation.

2. Go to the Reports area, then open Dashboards.

In most accounts, you can reach Dashboards from the top navigation or a reports menu, depending on your HubSpot layout. The Dashboards page is where HubSpot manages dashboard creation, sharing, and editing.

3. Select the option to create a new dashboard.

HubSpot usually shows a Create dashboard button or a similar action near the top of the page. Choose that option to start a new dashboard instead of editing an existing one.

4. Name the dashboard.

Use a name that tells people what the dashboard is for. For example, Sales Overview, Marketing Monthly, or Customer Support KPIs is clearer than a vague name like New Dashboard.

5. Choose who can view or edit the dashboard.

Set the sharing or visibility settings before you save it. If you want only your team to see it, pick a restricted option. If it should be available to a wider group, choose the sharing setting that matches your account’s permissions model.

6. Save the dashboard.

When you confirm the name and sharing settings, HubSpot creates the dashboard and sends you to the dashboard page or to an empty version of it. At this point, the dashboard exists, but it still needs reports before it becomes useful.

Add the right reports to it

A dashboard is only useful once it contains reports that answer a real question. You can add reports two ways: choose reports that already exist in your account, or create a new report and place it on the dashboard.

If you already have reports, start there. Add the ones that match the dashboard’s purpose, such as pipeline, traffic, deals, tasks, or campaign performance. That keeps the dashboard focused instead of turning it into a mixed collection of charts.

If you need a new report, create it first in the Reports tool, then add it to the dashboard. That way, the report is built for the dashboard rather than squeezed in afterward.

Use this order:

1. Open the dashboard you just created.
2. Choose the option to add a report.
3. Pick an existing report or create a new one.
4. Confirm the report is added to the dashboard layout.
5. Repeat until the dashboard shows the data you actually need.

If HubSpot lets you move or resize cards, arrange the most important reports near the top so the dashboard reads clearly. Save after any layout change if HubSpot prompts you to do so.

If you’re not sure which reports belong there, think about who will open it. For a sales dashboard for a manager, the top reports should probably show deals, forecast, and activity, not unrelated marketing metrics.

How to check that it worked

You’ll know the dashboard was created correctly when three things line up: it appears in your dashboard list, the reports load on the page, and the sharing settings match the people who should see it.

Check the dashboard list first. If you can return to the Dashboards page and see the new dashboard name there, creation worked.

Then open the dashboard itself. The reports should display data or at least load without errors. If the dashboard opens but the charts are blank, that usually means the reports need more setup, the date range needs adjusting, or the report source isn’t ready yet.

Finally, confirm visibility. If you shared the dashboard with a team or specific users, sign in as a user who should have access, or ask someone with that access to check whether the dashboard appears for them. If the dashboard is private, it should only be visible to you and anyone with the right permissions.

If the dashboard does not appear where you expect, go back to the dashboard settings and check the name, save status, and sharing options. The fix is usually there, not in the reports themselves.