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How do I customize my dashboard?

Once you've created a dashboard in HubSpot, you can add reports, filter data, rearrange the layout, add notes for your team, and control who can see it.

Before you start: you need Dashboard, reports, and analytics permissions to add reports to a dashboard. Super Admins and users with Reports & dashboards permission can edit any dashboard. Other users can only edit dashboards they own or have been given access to.

To open your dashboards: in HubSpot, go to Reporting > Dashboards. If you see More in the main navigation, click it first. To switch dashboards, click the current dashboard's name at the top and select another from the dropdown.

Add reports to your dashboard

From the dashboard:

  1. Open the dashboard you want to add to.
  2. Click Add content, then select Report.
  3. In the right panel, hover over a report and click + Add.
  4. Drag the report into position on the dashboard.

From your reports list:

  1. Go to Reporting > Reports.
  2. Hover over the report, click Actions, then select Add to dashboard.

Please note:

  • The number of reports per dashboard depends on your HubSpot subscription. If you reach the limit, create a new dashboard or remove reports you no longer need.
  • Reports with more than 100 values in the Break down by property won't load on a dashboard. You'll see a "Too many data points requested" error instead.
  • If a report has Show metrics turned on, those metrics only appear when you open the report on its own, not on the dashboard.

Filter reports on your dashboard

Filters control which data your reports show. For the most useful results, filter by date range, owner, team or pipeline. You can apply filters to the whole dashboard at once, using the filter options at the top of the dashboard, or to individual reports (see below). For full details, see HubSpot's guide to using dashboard filters.

Refresh report data

  1. Open the dashboard.
  2. Hover over a report and click the three vertical dots icon.
  3. Click Refresh to load the latest data.

Edit or filter a single report

If your subscription includes custom reports, you can edit reports directly from the dashboard. The number of custom reports you can have depends on your subscription.

  1. Open the dashboard.
  2. Hover over the report and click the View and filter icon.
  3. Adjust the report using the filters at the top or in the right panel.
  4. Click Update existing report to save your changes, or Save as new report to keep the original.

Move and resize reports

  • To move a report: click it and drag it to a new spot on the dashboard.
  • To resize a report: click and hold the sizing arrow in its bottom right corner, then drag left or right.

Rename, clone, remove, or delete reports

Hover over a report on the dashboard, click Actions, then choose an option:

  • Rename: enter a new name and click Save.
  • Clone: name the copy, then add it to an existing dashboard or a new one.
  • Remove from dashboard: removes the report from this dashboard but keeps it in your account.
  • Delete: permanently deletes the report from your HubSpot account.

Add notes to your dashboard

Add notes to give your team context or instructions. Notes can include text, images and video, and each note counts toward your dashboard's report limit.

  1. Open the dashboard.
  2. Click Add content, then select Image or text.
  3. Write your note, using the toolbar to format text or insert an image or video.
  4. Click Add.

Control who can access your dashboard

  1. Open the dashboard.
  2. In the upper right, click the Assigned text.
  3. In the right panel, choose an access setting:
    • Private to owner: only you and your admins can view and edit it. A Super Admin can only choose this for dashboards they own.
    • Everyone: all users in your account can see it. Choose View and edit or View only.
    • Only specific users and teams (Enterprise only): choose View and edit or View only, click Next, select the users and teams, then click Save.

Users without access can click Request access, which emails the dashboard owner.

Manage dashboard settings

In the upper right of the dashboard, use the Actions or Share menus.

Actions:

  • Add external content: add content from sources like Google Sheets or YouTube.
  • Clone dashboard: make a copy, name it, and choose who can access it.
  • Dashboard details: edit the name, owner, tags, brand and description.
  • Set as default: show this dashboard when you log in or click the HubSpot logo in the top left.
  • Delete: delete the dashboard. To keep its custom reports in your reports list, clear Also delete all reports in this dashboard before confirming.

Share:

  • Copy URL: copy a link to share with other users in your HubSpot account.
  • Email this dashboard: send the dashboard to a team member, or schedule recurring emails.

Need help? Contact the Gate 39 team through the Customer portal.

 

References
[1] HubSpot – Customize your dashboard (updated Jul 29, 2026)
[2] HubSpot – Create, clone, delete, and manage dashboards (updated Feb 27, 2026)
[3] HubSpot – Share or export reports and dashboards