Training | HubSpot | How to Create a Dashboard

Purpose

This training explains how to create a new Dashboard in HubSpot.
Learners will understand how to navigate to the dashboards area, use available templates, set access permissions, and locate newly created dashboards.

Training Content

1. Log in to HubSpot.

2. In the left sidebar, locate and click the Reporting icon.

3. Select Dashboards from the Reporting menu.

4. You will be directed to the Dashboards screen.

   • You may land on an existing dashboard — this is normal.

5. At the top of the page, click Create Dashboard.

6. A screen will appear showing dashboard templates.

   • You can select one of the predefined templates, or

   • Choose to create a new blank dashboard.

7. Enter a name for your new dashboard.

   • Example: Testing.

8. Set access permissions for the dashboard:

   • Private – Limited to Super Admins and Owner only.

   • Shared with Specific Users or Teams – Allow selected users or teams to view and edit.

   • Public – Allow everyone to view and assign.

9. Click Create Dashboard to finalize.

10. Once created, click Go to Dashboard to open it.

11. If you are unable to click Go to Dashboard, return to the Dashboards list and search for the dashboard by name.

12. Select your new dashboard from the list to open it.

💡 Tip: Use descriptive dashboard names and appropriate access levels to help your team find and manage reports efficiently.

Video Walkthrough:

https://drive.google.com/file/d/1q77X08PObPFTVkIkgyUs6eApum2y5Qvv/view

Ownership

Technology Manager