Page Comparison

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About HubSpot Dashboards and Reports

With the playbooks tool, you can create interactive content cards displayed in contact, company, deal, and ticket records. When speaking with prospects and customers, your team can reference these and create standardized notesHubSpot’s dashboards and reporting tools are user-friendly and customizable, making them powerful tools for data-driven decision-making.

• Dashboards provide an overview of metrics and data insights to track performance.

• Reports are visual representations of specific data points (e.g., bar graphs, tables) that can be added to dashboards.

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🥇 Best Practices

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📄 Step-by-Step Instructions for Creating and Managing Dashboards and Reports

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title Access Dashboards
Login to HubSpot: Go to your HubSpot account and sign in. Navigate to Dashboards: In the top navigation bar, click on Reports > Dashboards. You'll see a list of your existing dashboards.

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title Create a Dashboard and Add Reports to the Dashboard
Click Create Dashboard: In the dashboard management area, click the Create dashboard button. Name Your Dashboard: Enter a descriptive name for your dashboard to ensure clarity about its purpose (e.g., "Recruitment Performance Dashboard"). Select Visibility: Choose who can view or edit the dashboard: private, shared with specific users/teams, or publicly available in your account. Pick a Dashboard Template: Select a pre-built template for a quick setup or choose Start from scratch for a custom dashboard. Click Add Report: Open the dashboard and click Add report. Search for Reports: Browse through existing reports, or create a new report by clicking Create report. Customize Report: Adjust filters, date ranges, or visualization settings (e.g., bar charts, pie charts). Add to Dashboard: Once satisfied, click Add to dashboard.

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title Manage Dashboards
Edit Dashboard Layout: Drag and drop reports to rearrange them within the dashboard. Rename or Duplicate Dashboards: Click the Actions menu (three dots) at the top of the dashboard to rename or duplicate. Delete Dashboards: Go to Reports > Dashboards, locate the dashboard, and click the Actions menu to delete. Adjust Access Settings: Modify who can view/edit the dashboard in the settings.

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title How to Use and Clone Dashboards
Open Actions Menu: Hover over the dashboard you want to clone and click the Actions dropdown menu. Select Clone: Click the Clone option. Set Clone Details in the right panel. Enter a name for the cloned dashboard. Select the users or teams who will have access to the cloned dashboard. Click Clone Dashboard to finish. The cloned dashboard will now appear in the list.

Sample Reporting Dashboard - This custom dashboard in HubSpot provides insights into email performance, prospects by program, recruitment activities by recruiter, and recruitment activities by contact.

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✏️ Additional Data Points

Email Performance - This provides an overview of your email marketing performance and sender reputation. It includes metrics such as bounce rates, open rates, click-through rates, unsubscribes, spam reports and more.

Email Health - This displays your college email health score based on how well your email campaigns perform. A high Email Health score indicates the likelihood that your emails will land in your contacts' inboxes rather than being filtered as spam or ignored.

Forms - Analyze your HubSpot form submissions to evaluate your form's effectiveness.

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