April 29, 2024

How can I customize my CRM dashboard to highlight specific KPIs in Hubspot?

Hubspot logo

Step 1: Log in to Your HubSpot Account

  • Navigate to the HubSpot homepage.
  • Enter your login credentials and sign in.

Step 2: Access the CRM Dashboard

  • From the main navigation bar at the top, hover over "Reports."
  • Select "Dashboard" from the dropdown menu.

Step 3: Choose the Relevant Dashboard

  • If you have multiple dashboards, they will be listed in a dropdown menu on the top left.
  • Click on the dropdown menu and select the dashboard you wish to customize.

Step 4: Initiate Dashboard Edit Mode

  • Find the "Edit" button, typically located at the top right corner of the dashboard page.
  • Click on this button to enable editing mode for the dashboard.

Step 5: Add New Report to Dashboard

  • Click on the "Add report" button, usually represented with a "+" icon.
  • You'll be presented with a list of pre-made reports or the option to create a custom report.

Step 6: Select or Create Custom Reports for KPIs

  • If one of the pre-made reports aligns with your desired KPI, simply select it.
  • To create a custom report:
  • Click on "Create custom report."
  • Choose the type of report (e.g., single data point, chart, table).
  • Define the metrics, filters, and properties that relate to your specific KPI.
  • Click "Save" or "Add" to add this report to your dashboard.

Step 7: Arrange Reports on the Dashboard

  • In editing mode, click and drag the borders of report modules to resize them.
  • Click and drag the title bar of report modules to reposition them on the dashboard.
  • Arrange your reports in a way that highlights your key KPIs most effectively.

Step 8: Remove Unwanted Reports

  • For any report on the dashboard that's not relevant to your KPIs:
  • Hover over the report module.
  • Click on the "Actions" or "Settings" icon, typically represented by three dots or a gear.
  • Select "Remove" or "Delete" from the dropdown.

Step 9: Rename Your Dashboard (Optional)

  • If you wish to rename your dashboard for clarity:
  • Find the dashboard title at the top.
  • Click on the title or the adjacent "Edit" icon.
  • Type in the new name and save.

Step 10: Save Your Customized Dashboard

  • Once you've made all desired changes and are satisfied with the layout:
  • Click on the "Save" or "Done" button, usually located at the top right corner of the dashboard page.