How to Set Up Reporting Dashboards in HubSpot
Build custom reporting dashboards in HubSpot. Track marketing, sales, and service KPIs with real-time data visualization.
Step-by-step
How to Set Up Reporting Dashboards in HubSpot
Create a new dashboard
Go to Reporting → Dashboards and click 'Create dashboard'. Choose from a template (Marketing, Sales, Service) or start with a blank dashboard.
Add reports
Click 'Add report' and choose from the report library or create a custom report. Common reports: deal pipeline, email performance, traffic analytics, lead source breakdown, and conversion funnels.
Build custom reports
For custom reports, choose the data source (contacts, deals, activities), add filters, select a chart type (bar, line, funnel, table), and configure the metrics. Cross-object reports combine data from multiple sources.
Share and schedule
Share dashboards with your team and set up recurring email reports. Choose daily, weekly, or monthly delivery. Each recipient can also access dashboards directly in HubSpot.
Tips
Pro tips
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Create separate dashboards for each team: marketing (traffic, leads), sales (pipeline, revenue), service (tickets, CSAT)
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Use attribution reports to understand which channels drive actual revenue, not just traffic
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Pin your most important dashboard as your HubSpot home screen for quick daily review
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