How to Create a Dashboard in HubSpot (2026 Guide)
To create a dashboard in HubSpot, go to Reporting > Dashboards, click Create dashboard, choose a template or start blank, then add the reports you want to track. You set who can view and edit it, and how often a snapshot gets emailed out. Dashboards are available on every plan, but the number you can create and the reports per dashboard scale with your tier.
1. Open the dashboards area
- In the top navigation, go to Reporting > Dashboards.
- Click Create dashboard in the top right.
This opens the dashboard template gallery, where you choose how to start.
2. Start from a template or from scratch
You have two paths:
- Use a template: HubSpot offers prebuilt dashboards for Sales, Marketing, Service, and more. Each template bundles a set of related reports (for example, the Sales template includes deal forecast, activities, and pipeline reports). The gallery shows how many reports each template contains.
- Start blank: choose New dashboard to build your own from an empty grid.
Templates are the fastest way to get a useful dashboard live; start blank when you have a specific set of reports in mind.
3. Name the dashboard and set who can see it
After choosing a template or blank option:
- Enter a dashboard name (e.g., “Q3 Sales Pipeline”).
- Set visibility:
- Private to owner: only you
- Everyone: the whole account (with optional view/edit split)
- Specific users and teams: pick exactly who gets access
- Click Create dashboard.
4. Add and arrange reports
Now populate the dashboard.
- Click Add report in the top right.
- Choose a source:
- From the report library: HubSpot’s prebuilt reports
- From your saved reports: reports you’ve already built
- Create custom report: build a new one with the report builder (custom reports require Professional or Enterprise)
- Each report drops in as a tile. Drag to reposition and drag the corner to resize.
- Hover a tile and use its menu to edit, clone, filter, or remove the report.
Add dashboard filters at the top (for example, by date range, owner, or team) so viewers can slice every report at once.
5. Share, schedule, and manage permissions
Open the Actions menu (top right of the dashboard) to control access and delivery.
- Manage access / sharing: switch between private and shared, and assign view or edit rights per user or team.
- Email this dashboard: send a one-time snapshot now, or set a recurring schedule (daily, weekly, monthly) so stakeholders get it without logging in.
- Clone or rename the dashboard.
Granular per-user and per-team edit permissions are richer on Professional and Enterprise.
Dashboard limits by plan
The big constraint is how many dashboards and reports each tier allows. As a guide for 2026:
| Plan | Dashboards | Reports per dashboard |
|---|---|---|
| Free tools | 1 | Up to ~10 |
| Starter | Up to ~10 | Up to ~10 |
| Professional | Up to ~25 | Up to ~30 |
| Enterprise | Up to ~50 | Up to ~30 |
Custom-built reports (as opposed to library reports) generally require Professional or Enterprise. Exact caps can change, so check Reporting > Dashboards for your account’s current usage against its limit. If you hit the limit, clone and prune an existing dashboard rather than asking everyone to share one.
Keep the Data Behind the Dashboard Accurate
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More on HubSpot: How to create a workflow in HubSpot · How to create a list in HubSpot · How to create a deal in HubSpot · HubSpot integration
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