Marketing and CRM Mastery with HubSpot

Navigating and Customizing Your Dashboards

The HubSpot dashboard provides key reports, metrics, and tools to help you track performance and stay organized. Best of all, you can customize it to fit your specific needs, whether focusing on marketing, sales, or customer service.

1. Where can you set your default landing page in HubSpot?

2. What is the purpose of the "Getting Started Module" when creating a dashboard

3. What are the two ways to share your dashboard?

4. How do you resize a report in your dashboard?

5. How do you add a new report to your dashboard?

Where can you set your default landing page in HubSpot?

Select the correct answer

In the Reporting tab

In Settings under Profile

In the HubSpot Marketplace

What is the purpose of the "Getting Started Module" when creating a dashboard

Select the correct answer

It teaches you how to use HubSpot's CRM.

It provides a five-minute guide to selecting the right dashboard.

It walks you through setting up email campaigns.

What are the two ways to share your dashboard?

Select the correct answer

Copying the URL and emailing the dashboard

Embedding and posting on social media

Sending a text notification

How do you resize a report in your dashboard?

Select the correct answer

Drag the report using the resize handle

Double-click the report to expand it

Reports cannot be resized

How do you add a new report to your dashboard?

Select the correct answer

Click "Add Report" and select from saved or new reports

Go to Settings and select "Create Report"

Download a report from the HubSpot Marketplace

Everything was clear?

How can we improve it?

Thanks for your feedback!

Section 1. Chapter 2

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Navigating and Customizing Your Dashboards

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The HubSpot dashboard provides key reports, metrics, and tools to help you track performance and stay organized. Best of all, you can customize it to fit your specific needs, whether focusing on marketing, sales, or customer service.

1. Where can you set your default landing page in HubSpot?

2. What is the purpose of the "Getting Started Module" when creating a dashboard

3. What are the two ways to share your dashboard?

4. How do you resize a report in your dashboard?

5. How do you add a new report to your dashboard?

Where can you set your default landing page in HubSpot?

Select the correct answer

In the Reporting tab

In Settings under Profile

In the HubSpot Marketplace

What is the purpose of the "Getting Started Module" when creating a dashboard

Select the correct answer

It teaches you how to use HubSpot's CRM.

It provides a five-minute guide to selecting the right dashboard.

It walks you through setting up email campaigns.

What are the two ways to share your dashboard?

Select the correct answer

Copying the URL and emailing the dashboard

Embedding and posting on social media

Sending a text notification

How do you resize a report in your dashboard?

Select the correct answer

Drag the report using the resize handle

Double-click the report to expand it

Reports cannot be resized

How do you add a new report to your dashboard?

Select the correct answer

Click "Add Report" and select from saved or new reports

Go to Settings and select "Create Report"

Download a report from the HubSpot Marketplace

Everything was clear?

How can we improve it?

Thanks for your feedback!

Section 1. Chapter 2

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