Book 15-min Call

Do you want to chat with me about your next project?

Back to Blog

Building a Custom HubSpot Dashboard: Tips and Tricks

Building a custom dashboard in HubSpot can be a powerful way to monitor and analyze the performance of your business, and make data-driven decisions. As a developer, understanding how to create custom dashboards in HubSpot can greatly improve your workflow and provide a competitive edge. In this post, we will provide tips and tricks for building a custom dashboard in HubSpot.

The first step in building a custom dashboard in HubSpot is to navigate to the “Reports” menu in the HubSpot menu bar, and then select the “Dashboards” option. From there, you can create a new dashboard by clicking the “Create Dashboard” button.

Once you have created your dashboard, you can customize it by adding or removing widgets, changing the layout, and editing the dashboard’s settings. You can also use the built-in analytics to track the performance of your HubSpot dashboard, and optimize it based on your needs.

One important aspect of building a custom dashboard in HubSpot is to understand the available widgets and data sources. HubSpot offers a wide range of widgets and data sources that can be used to monitor and analyze the performance of your business, such as website traffic, marketing campaigns, sales pipeline, and more.

Another key aspect to keep in mind is to use the built-in dashboards provided by Hubspot as a starting point, they are well-designed and flexible enough to be customized to your needs.

It’s also important to consider the user experience when building a custom dashboard in HubSpot. Make sure that the dashboard is easy to use, understand, and provides value to the user. This can help to improve the overall user experience, and in turn help increase efficiency and productivity for your business.

Additionally, it’s important to keep track of your dashboard’s performance and make adjustments as needed. This includes monitoring your dashboard’s data and analytics, and using tools such as Google Analytics and Search Console to track your progress and identify any issues that may be impacting your dashboard’s performance.

How to build a reporting dashboard in HubSpot

Building a reporting dashboard in HubSpot can help you track important metrics and performance data for your business. Here are the general steps for building a reporting dashboard in HubSpot:

  1. Identify the key metrics you want to track: Before you begin building your dashboard, it’s important to identify the key metrics that are most important for your business. These could include things like website traffic, leads, sales, and customer engagement.
  2. Create a new dashboard: To create a new dashboard, go to the “Reporting” section of your HubSpot account and select “Dashboards”. Click on the “Create Dashboard” button.
  3. Add widgets to your dashboard: HubSpot offers a variety of widgets that you can use to display data on your dashboard. Some popular widgets include line charts, bar charts, and tables. You can add these widgets to your dashboard by clicking on the “Add Widget” button and selecting the type of widget you want to use.
  4. Configure widgets: Once you’ve added a widget to your dashboard, you’ll need to configure it to show the data you want. You can do this by clicking on the widget and selecting the data you want to display, such as a specific time period, metric, or source.
  5. Customize your dashboard: You can customize your dashboard by adjusting the layout and colors to match your brand. You can also add filters and drill-down options to give you more detailed data.
  6. Share your dashboard: Once you’ve finished building your dashboard, you can share it with your team or stakeholders by clicking on the “Share” button. You can also set up automated reports that will be sent to specific recipients on a regular basis.
  7. Review and update: It’s important to review your dashboard regularly and make updates as necessary. You may want to add new metrics, change the layout, or adjust the data being displayed.

Keep in mind that this is a general overview of creating a reporting dashboard in Hubspot, and you may have to take more specific steps based on your use-case and goals. The platform is very flexible and customizable, so you can create a dashboard that’s tailored to your specific needs and that can give you valuable insights on your business’s performance.

In conclusion, building a custom dashboard in HubSpot is a powerful way to monitor and analyze the performance of your business, and make data-driven decisions. As a developer, it’s important to understand the available widgets and data sources, use the built-in dashboards provided by Hubspot as a starting point, consider the user experience, and keep track of your dashboard’s performance.

Share this post: