April 29, 2024

What are the steps to create an interactive dashboard for multiple teams within HubSpot?

Hubspot logo

Step 1: Log into HubSpot

  • Access your HubSpot account and navigate to the main dashboard.

Step 2: Navigate to Reports

  • On the top menu, click on “Reports.”
  • From the dropdown, select “Dashboards.”

Step 3: Create a New Dashboard

  • Click on the “Create Dashboard” button.
  • Give your dashboard a meaningful name related to its purpose, for instance, "Multi-Team Interactive Dashboard."

Step 4: Define Teams and Access

  • Under settings (usually represented by a gear icon), you will find “Dashboard Settings.”
  • Define which teams or users can have access to this dashboard.

Step 5: Add Reports

  • Click on “Add Report” within the dashboard view.
  • Use the search or filter options to find reports relevant to the teams in question.
  • Add these reports to the dashboard.

Step 6: Customize Report Views

  • Drag and drop reports to organize them in a manner that is intuitive for all teams.
  • Adjust the size and view settings of each report for optimal clarity.

Step 7: Add Interactivity

  • For certain reports, choose options like date range pickers, dropdown filters, or interactive chart options to make the data more actionable and customizable for viewers.

Step 8: Share the Dashboard with Teams

  • Click on the “Share” button or icon.
  • Choose whether to share via email, link, or directly through HubSpot user accounts.

Step 9: Schedule Regular Updates

  • Within dashboard settings, set up automatic email updates for the dashboard to ensure all teams are consistently updated with the latest data.

Step 10: Gather Feedback

  • After sharing, solicit feedback from different team members about the dashboard.
  • Make necessary adjustments based on feedback to ensure the dashboard remains relevant and useful for all teams involved.

Step 11: Regularly Update and Refine

  • Periodically review the dashboard to check the relevance of the data.
  • Make updates or modifications as new priorities emerge, or as teams' needs evolve.

Step 12: Offer Training or Guidance

  • For teams unfamiliar with HubSpot or the new dashboard, consider offering short training sessions or creating a user guide.
  • Ensure everyone knows how to use, customize, and interpret the dashboard effectively.