Easy Tech TutsHow to Set Up and Customize Your HubSpot Dashboard Easily 2026
By Impran M N
A well-organized HubSpot dashboard pulls your key metrics into one view instead of hunting through separate reports. This guide covers starting from a template or blank canvas, adding report tiles, and arranging them with drag-and-drop controls. It closes with setting rolling date filters and managing who on your team can see or edit the dashboard.
01Open the Dashboards directory
Go to Reporting in HubSpot and access the Dashboards panel.
02Start a new dashboard
Click Create Dashboard and choose a template or a blank workspace to build from scratch.
03Name it and set access
Give your dashboard a descriptive name and configure initial visibility and team access rules.
04Add report content
Click Add Content to pull specific reports and metric tiles onto your dashboard canvas.
05Arrange your layout
Use drag-and-drop controls to resize rows, reorder charts, and position key metrics.
06Apply filters and set as default
Add rolling date ranges and object filters, then set the dashboard as your account default if needed.
Frequently asked questions
Can I control who sees my HubSpot dashboard?
Yes, visibility and team access rules can be configured when you create or edit the dashboard.
Can I add existing reports to a new dashboard?
Yes, the Add Content option lets you pull specific existing reports onto your dashboard canvas.
Does the dashboard update automatically?
Reports on the dashboard reflect live data, especially when rolling date filters are applied instead of fixed ranges.
Can I set a dashboard as my default view?
Yes, the Actions menu lets you set a configuration as your account default landing view.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
