1. HubSpot Hacks
  2. Dashboards and Reporting

HubSpot Reporting: How to build a bespoke HubSpot Homepage

Follow these steps to log into HubSpot and immediately see everything you need, in one place with this homepage dashboard.

The following video walks you through a demonstration homepage dashboard:

To create your own:

1) Work out what key things you'd like to appear on your dashboard

2) Build it out, using a mix of

  • Text
  • External content
  • Saved reports
  • Custom reports

3) Set the homepage as your default dashboard. Dashboard > Actions > "Set as default"

4) Set dashboards as your homepage. Profile and Preferences > General > Defaults