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Creating a custom dashboard in HubSpot can streamline your reporting and give you better insights into your business performance.
To create a custom dashboard, you’ll use HubSpot’s tools to combine various reports into one central location, making it easier to track your key metrics.
This feature is especially useful for sales, marketing, and customer service teams looking to visualize their data effectively.
By leveraging the platform's customization options, your dashboard can become a powerful tool for decision-making and strategy.
Whether you are new to HubSpot or looking to refine your existing setup, this guide will walk you through the steps to build a dashboard that meets your unique reporting requirements.
You’ll discover how to integrate different reports and tailor the layout to optimize your workflow.
Your custom dashboard is now ready to use. You can easily manage and monitor your marketing analytics, ensuring that your strategy aligns with business objectives.
Creating a custom dashboard in HubSpot allows you to track the metrics that matter most to your business. This feature helps you visualize data clearly, simplifying your decision-making process.
Utilize HubSpot’s APIs to enhance your dashboard functionality. These tools enable integration with other platforms, providing a more comprehensive view of your data.
By customizing your dashboard, you tailor it to meet your needs and improve your operational efficiency. Whether you are tracking deals or monitoring campaign performance, a well-constructed dashboard is invaluable.
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To set up a custom dashboard, navigate to the dashboard area in your HubSpot account. Click on "Create dashboard" to start a new one. You can then choose a pre-made dashboard template or create a blank dashboard. Add reports by selecting "Add report" and customizing them as necessary. Finally, save your dashboard with a unique name.
HubSpot allows several customization options. You can resize, reorder, or remove reports on your dashboard. You also have the option to change the dashboard name to something more descriptive. Additionally, you can set visibility options for specific users and teams, ensuring they have appropriate access levels.
Yes, you can modify reports after adding them to your dashboard. Click on the report you wish to edit and access the settings. You can adjust report details, change metrics, or even clone the report if needed. This flexibility helps keep your dashboard up to date with your KPIs.
Custom dashboards can serve various purposes. Sales teams often create dashboards to track their performance metrics. Marketing teams may focus on campaign results and engagement metrics. These dashboards combine multiple reports to provide a holistic view for specific reporting purposes.
To view all scheduled social posts, go to the social media dashboard within HubSpot. This area provides a comprehensive view of your upcoming posts, including their scheduled times and platforms. This helps you manage your social media strategy efficiently.
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