Summary  
This chapter introduces dynamic UI composition for dashboards, detailing how to select templates and manage widget components—adding, removing, resizing, and sharing them—to create customized metric views.

General domain of usage  
Analytics reporting

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.

To access your dashboard:
1. Click **Reporting** in the main navigation;
2. Select **Dashboards** from the dropdown.
If this is your first time using dashboards, HubSpot will offer a
Getting Started module. This short guide walks you through choosing
the right dashboard for your needs. Additionally, to make dashboards
your default landing page:
- Go to **Settings** (scroll to the bottom of your profile);
- Choose **Dashboards** as your default page.
For easier navigation, you can also expand or collapse the sidebar.

Accessing dashboard

When setting up a new dashboard, you can:
- Follow **HubSpot's Getting Started Guide** for assistance;
- Select a **Pre-Made Template** that fits your needs.
We selected the Email Overview  template, which includes six
reports. However, the dashboard only supports five, so one report had to
be removed before proceeding.

Creating a dashboard

After selecting a template, you can set permissions for your dashboard:
- **Private**: only you can access it;
- **Shared**: available to your team or specific users.
We've kept it private.

Managing dashboard access

Once your dashboard is set up, you can:
- **Add reports**: click Add Report and select from hundreds
of templates. We added the Contacts Created by First Conversions
report;
- **Resize reports**: click the three dots in the top right of any
report and adjust the size;
- **Delete reports**: click the three dots and select Delete if you
want to replace a report.

Customizing dashboard

If you need to share your dashboard with a client or colleague, you have
two options:
- **Copy the URL**: send a direct link;
- **Email the dashboard**: use HubSpot's built-in feature to send it
directly.

Sharing dashboard

By setting up a well-organized dashboard, you can track key metrics and ensure your data is presented most effectively for your business.

Note

Where can you set your default landing page in HubSpot?

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

What are the two ways to share your dashboard?

How do you resize a report in your dashboard?


How do you add a new report to your dashboard?


Få en solid forståelse av HubSpots CRM- og markedsføringsverktøy. Lær hvordan du administrerer kontakter, oppretter kampanjer, automatiserer arbeidsflyter og analyserer resultater for å effektivt utvikle virksomheten din.


Bli kjent med HubSpots verktøy og funksjoner mens du lærer hvordan du setter opp kontoen din, administrerer kontakter og oppretter effektive lister for markedsføring og rapportering.


Lær hvordan du lager effektive landingssider, e-postkampanjer og blogginnlegg, samtidig som du administrerer sosiale medier med HubSpots brukervennlige verktøy.

Lær hvordan du kan automatisere repeterende oppgaver, pleie leads og administrere avtaler ved hjelp av HubSpots CRM- og arbeidsflytverktøy for å effektivisere markedsførings- og salgsarbeidet ditt.

Utforsk HubSpots avanserte automatiseringsmuligheter, integrasjoner med tredjepartsverktøy og tilpasningsalternativer for å skreddersy plattformen fullt ut til virksomhetens behov.

Navigating and Customizing Your Dashboards

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?