Quick Guide to Building a HubSpot Dashboard

HubSpot is a powerful tool for marketers, sales teams, and customer service professionals. One of its standout features is the customisable dashboard, which allows users to create a personalised view of their most important metrics and data.

This guide will walk you through the steps to personalise your HubSpot dashboards to better meet your unique needs.

Why Personalise Your HubSpot Dashboard?

Personalising your HubSpot dashboard has several benefits:

• Enhanced Focus: Highlight the metrics that matter most to you, ensuring you stay focused on your key performance indicators (KPIs).
• Campaign Insights: Compare the performance of campaigns to each other, and understand what marketing processes work best for your audience. 
• Increased Efficiency: Access your most-used tools and reports quickly, saving time and improving productivity.
• Improved Decision Making: With the right data at your fingertips, you can make more informed decisions faster.

Steps to Personalise Your HubSpot Dashboard

Accessing the Dashboard

To start customising your HubSpot dashboard:

1. Log in to your HubSpot account.
2. Navigate to your dashboard by clicking the "Reporting" tab in the main menu and selecting "Dashboards."

Creating a New Dashboard

If you want a fresh start, you can create a new dashboard:

1. Click the "Create dashboard" button.
2. Choose a template that matches your needs, or start from scratch.
3. Name your dashboard and select the appropriate permissions for your team.

Adding and Customising Reports

Dashboards in HubSpot are built from individual reports. Here’s how to add and customise them:

1. Click "Add report" to browse available reports.
2. Use the search bar to find specific reports or filter by category.
3. Select a report to add it to your dashboard.
4. To customise a report, click on the report’s title, then use the edit options to adjust the data range, visualisation type, and filters.

Organising Your Dashboard

Once you have added reports, you can organise your dashboard to improve readability and accessibility:

1. Drag and drop reports to arrange them in a way that makes sense to you.
2. Resize reports by dragging the corners to ensure they fit well on your dashboard.
3. Use the “Add section” button to create different sections within your dashboard for better organisation.

Customising Report Data

Personalising the data within each report is crucial for getting the most out of your dashboard:

1. Click on the report you want to edit.
2. Use filters to refine the data shown (e.g., by date range, campaign, or team member).
3. Customise the visualisation type (e.g., bar chart, line graph, pie chart) to best represent your data.

Using Custom Properties and Data Sources

To ensure your reports are as relevant as possible, consider using custom properties and data sources:

1. Go to “Settings” > “Properties” to create custom properties that match your specific business needs.
2. Incorporate these custom properties into your reports for more tailored insights.
3. Connect external data sources if needed, to bring in data from other platforms.

Setting Dashboard Permissions

To control who can view and edit your dashboard:

1. Click on the dashboard settings (gear icon).
2. Under “Permissions,” choose whether the dashboard is private, public, or shared with specific users or teams.
3. Adjust editing permissions to prevent unauthorised changes.

Regularly Updating Your Dashboard

Your business needs may change over time, so it’s important to regularly update your dashboard:

1. Periodically review the reports and data on your dashboard.
2. Remove or replace outdated reports.
3. Add new reports that reflect your current priorities and goals.

Tips for Effective Dashboard Personalisation

• Keep It Simple: Avoid cluttering your dashboard with too many reports. Focus on the most important metrics.
• Consistent Review: Regularly review your dashboard setup to ensure it still aligns with your business objectives.
• Feedback Loop: Get feedback from your team on what they find useful or what could be improved.

Conclusion

Personalising your HubSpot dashboard can significantly enhance your productivity and decision-making process. By following the steps outlined in this guide, you can create a dashboard that provides a clear, focused view of your most important data, tailored specifically to your needs. Remember, a well-organised and personalised dashboard is a powerful tool that can help drive your business forward. Happy customising!