Versions Compared

Version Old Version 7 New Version 8
Changes made by

Denise Delgado

Denise Delgado

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • 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.

...

🥇 Best Practices

...

Leverage Aggregations

Use aggregation methods (e.g., sum, average, count) to summarize data into actionable insights. For better analysis, group data by meaningful categories, such as lead sources or sales reps.

Select the Right Data Sources

Choose a primary data source (e.g., Contacts, Deals) that matches the report’s focus. Only add secondary data sources if they provide additional context or value, ensuring logical and clear data relationships.

Apply Relevant Filters

Use filters to refine your data, such as date ranges, deal stages, or lifecycle statuses. Avoid over-filtering; start broad and narrow down to avoid excluding critical data.

Leverage Dashboards

Add reports to dashboards for a consolidated view of insights and set permissions to share dashboards with other colleges to foster collaboration. HubSpot offers sample reports that can serve as a starting point. You can customize them further to meet your needs.

...

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

Expand
titleAccess Dashboards

  1. Login to HubSpot: Go to your HubSpot account and sign in.

  2. Navigate to Dashboards:

    • In the top navigation bar, click on Reports > Dashboards.

    • You'll see a list of your existing dashboards.

Dashboard and Add Reports to the Dashboard
Expand
titleCreate and Manage Dashboards

Managing dashboards in HubSpot enables you to organize and analyze your data effectively. Here's a

  1. Click Create Dashboard:

    • In the dashboard management area, click the Create dashboard button.

  2. Name Your Dashboard:

    • Enter a descriptive name for your dashboard to ensure clarity about its purpose (e.g., "Recruitment Performance Dashboard").

  3. Select Visibility:

    • Choose who can view or edit the dashboard: private, shared with specific users/teams, or publicly available in your account.

  4. Pick a Dashboard Template:

    • Select a pre-built template for a quick setup or choose Start from scratch for a custom dashboard.

  5. Click Add Report: Open the dashboard and click Add report.

  6. Search for Reports:

    • Browse through existing reports, or create a new report by clicking Create report.

  7. Customize Report:

    • Adjust filters, date ranges, or visualization settings (e.g., bar charts, pie charts).

  8. Add to Dashboard:

    • Once satisfied, click Add to dashboard.

Expand
titleManage Dashboards

  1. Edit Dashboard Layout:

    1. Drag and drop reports to rearrange them within the dashboard.

  2. Rename or Duplicate Dashboards:

    1. Click the Actions menu (three dots) at the top of the dashboard to rename or duplicate.

  3. Delete Dashboards:

    1. Go to Reports > Dashboards, locate the dashboard, and click the Actions menu to delete.

  4. Adjust Access Settings:

    1. Modify who can view/edit the dashboard in the settings.

Expand
titleHow 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.

    1. Enter a name for the cloned dashboard.

    2. 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

    concise guide to creating, customizing, and managing your dashboards:

    Creating a Dashboard:

    1. In your HubSpot account, go to Reporting > Dashboards.

    2. Create a New Dashboard:

      • Click Create dashboard in the upper right corner.

      • Choose a pre-made dashboard template or select New Dashboard to start from scratch.

      • Enter a unique name for your dashboard.

      • Set user access permissions:

        • Private to owner: Only you and admins can view and edit.

        • Everyone: All users can view; specify if they can edit.

        • Only specific users and teams (Enterprise only): Select specific users or teams and assign view or edit permissions.

      • Click Create dashboard to finalize.

    Customizing Your Dashboard:

    • Add Reports:

      • Click Add report in the upper right.

      • Select from existing reports or create a new one.

    • Organize Reports:

      • Drag and drop reports to rearrange them.

      • Resize reports by dragging the bottom-right corner.

    • Edit Reports:

      • Hover over a report, click the Actions dropdown, and select options like Rename, Clone, Remove from dashboard, or Delete.

    • Add Notes:

      • Click the Actions dropdown in the upper right and select Insert images, text, or video.

      • Enter your content and click Insert to add it to the dashboard.

    Managing Dashboards:

    • Change Ownership or Delete:

      • Click Manage dashboards in the upper right.

      • Hover over the desired dashboard, click the Actions dropdown, and select Dashboard details to change the owner or Delete to remove it.

    • Set as Default:

      • Hover over the dashboard, click the Actions dropdown, and select Set as default.

    • Manage Access:

      • Hover over the dashboard, click the Actions dropdown, and select Manage access.

      • Choose the appropriate access level and specify users or teams if needed.

    • Restore Deleted Dashboards:

      • Click Restore deleted dashboards in the left sidebar.

      • Select the dashboard to restore and click Restore.

    Viewing Activity:

    • To see changes made to a dashboard:

      • Open the dashboard.

      • Click the Actions dropdown in the upper right and select Activity log.

      • Review the list of changes, including who made them and when.

    By following these steps, you can effectively create, customize, and manage your HubSpot dashboards to align with your reporting needs.

    Expand
    titleCreate Custom Reports

    Creating custom reports in HubSpot allows for tailored data analysis that provides valuable insights tailored to your goals.

    1. Accessing the Custom Report Builder:

    • In your HubSpot account, navigate to Reporting > Reports.

    • Click Create report in the upper right corner.

    • Select Custom Report Builder to start from scratch or choose a pre-built template.

    1. Selecting Data Sources:

    • Choose the primary data source (e.g., Contacts, Deals) that will be the focus of your report.

    • Add secondary data sources if needed. Note that the primary source determines the main dataset, and secondary sources relate to it.

    1. Adding Fields:

    • In the left panel, search for and select the properties or metrics you want to include.

    • In the report builder, drag and drop these fields into the appropriate channels (e.g., X-axis, Y-axis).

    1. Customizing Filters:

    • Apply filters to refine your data. For example, you can filter contacts by lifecycle stage or deals by close date to focus on specific segments.

    1. Configuring Visualization:

    • Choose the chart type that best represents your data (e.g., bar, line, pie).

    • Customize the visualization by adjusting labels, colors, and data groupings to enhance clarity.

    1. Saving and Sharing the Report:

    • Once satisfied, click Save to add the report to your reports list.

    • You can also set appropriate permissions to add the report to a dashboard for easy access and share it with team members.

    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.

    ...