MCSR MARKETING CONSULTANCY

The HubSpot Dashboard is your central hub for tracking performance, monitoring activities, and gaining insights across your CRM, marketing, sales, and service efforts.

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📊 Key Features of the HubSpot Dashboard

1. Customizable Reports

• Add widgets to display metrics like:
  • Number of new contacts
  • Deal revenue by stage
  • Email open/click rates
  • Website traffic and conversions

2. Multiple Dashboards

• Create separate dashboards for:
  • Sales performance
  • Marketing campaigns
  • Customer service metrics
  • Executive summaries

3. Sharing & Permissions

• Share dashboards with team members or stakeholders.
• Set permissions to control who can view or edit.

4. Real-Time Data

• Dashboards update automatically with live data.
• Great for daily stand-ups or monthly reviews.

5. Templates & Customization

• Use ready-made templates or build your own.
• Drag-and-drop interface makes it easy to design.

🧭 How to Create a Dashboard in HubSpot

✅ Step 1: Log In

• Go to hubspot.com and log into your account.

📊 Step 2: Navigate to Dashboards

• In the top navigation bar, click on Reports.
• Select Dashboards from the dropdown.

➕ Step 3: Create a New Dashboard

• Click the “Create dashboard” button.
• Choose a template (e.g., Sales, Marketing, Service) or start from scratch.
• Name your dashboard and set visibility (private or shared).

📈 Step 4: Add Reports

• Click “Add report”.
• Choose from ready-made reports or create a custom one.
• Customize filters (e.g., date range, team, pipeline).

🛠 Step 5: Customize Layout

• Drag and drop reports to rearrange.
• Resize widgets to fit your layout.
• Use filters to adjust what data is shown.

👥 Step 6: Share with Your Team

• Click “Actions” > “Share”.
• Choose who can view or edit the dashboard.

🔄 Step 7: Monitor and Update

• Dashboards update in real time.
• You can edit, add, or remove reports anytime.