Introduction
You can’t grow what you don’t measure. However, when you’re juggling dozens of detailed reports, managing thousands of contacts, and orchestrating multiple campaigns simultaneously, navigating through all that information can quickly feel overwhelming. It becomes all too easy to lose sight of what matters most, focusing instead on surface-level numbers or so-called "vanity metrics" that look impressive but ultimately have little to no impact on real business growth or revenue.
That’s where HubSpot Dashboards come in.
HubSpot’s dashboard tools help you visualize and track the metrics that truly matter — across marketing, sales, customer success, and website performance — in real-time, without spreadsheets.
In this post, we’ll walk you through:
- How HubSpot dashboards work
- Which metrics are most important for each team
- How to build dashboards that drive decisions
- Tips for reporting clarity and alignment
How to Create a Dashboard in HubSpot
- Go to Reports > Dashboards
- Click Create Dashboard
- Choose from templates (Marketing, Sales, Website, etc.) or start from scratch
- Name your dashboard and set visibility (private/shared)
- Add reports using the Report Library or build Custom Reports
Most teams start with templates, then add custom reports over time
How to Use Dashboards Effectively
Organize by Role or Objective
- Executives need topline metrics (revenue, pipeline, ROI)
- Marketers need channel-level attribution and conversions
- Sales reps need activity-based and deal progress views
- Ops need automation health and lead quality metrics
Schedule Regular Reviews
- Weekly team check-ins
- Monthly marketing performance reviews
- Quarterly board/investor reporting