HubSpot Dashboards: Setup, Filters and Sharing

Which HubSpot plans include dashboards, and what are the limits?

When we checked HubSpot's documentation in October 2026, dashboards were listed for all products and plans. The number of dashboards follows the highest subscription tier in your account, and the number of reports per dashboard follows your subscription. HubSpot publishes both figures in its Product and Services Catalog rather than in the knowledge base.

• Mixed tiers: if you have Marketing Hub Enterprise and Sales Hub Professional, HubSpot gives you the dashboard limit of the Enterprise subscription.
• Everything counts: notes and embedded external content count toward the limit of items on one dashboard. Embedded content does not count toward your custom report limit.
• Large breakdowns fail: a dashboard can't load a report with more than 100 values in its Break down by property. You get a "Too many data points requested" error instead.
• Hidden metrics: if a report has Show metrics switched on, the metrics only appear in the report viewer, not on the dashboard.

On Starter, HubSpot offers preloaded dashboards for CRM overviews, pipeline performance and other analytics, chosen from a dropdown at the top of the page. Click the star next to that dropdown to pick the one that opens by default.

How do you create a HubSpot dashboard?

Go to Reporting > Dashboards and click Create dashboard, or use Create > Create dashboard from Reporting > Reports. Both open the dashboard library. Pick a recommended template and untick the reports you don't need, or choose New Dashboard for a blank one. Then name it, set who can access it, and click Create dashboard.

• Templates are a beta. HubSpot labels the recommended dashboard templates (BETA), so the list and its reports may change.
• Name rules: a dashboard name can't contain a website URL or a period.
• Language: template dashboards get default names in the creator's language and keep them when shared with users who use another language. Rename them if your team works in several languages.
• Searching users: HubSpot notes that typing capital letters when searching for a user or team returns no results, so type in lowercase.
• Clone instead of rebuild: Actions > Clone copies an existing dashboard. You give it a name and choose who can access the copy.

Before you build, decide who the dashboard is for and what decision it supports. One dashboard per audience keeps the access settings simple.

How do you add reports and arrange the layout?

You can add a report three ways: from Reporting > Reports with Actions > Add to dashboard, from the dashboard with Add content > Report, or from the report library with Save & add. Drag a report to move it and drag its bottom right corner to resize it. Adding reports needs Dashboard, reports, and analytics permissions.

• Report library: when you save a standard report you choose Don't add to dashboard, Add to existing dashboard, or Add to new dashboard.
• Edit in place: hover over a report and use View and filter to change it, then click Update existing report or Save as new report. HubSpot says the number of reports you can customize depends on your subscription.
• Report actions: Rename, Clone (to an existing or new dashboard), Remove from dashboard, which keeps the report, and Delete, which removes it from your account.
• Refresh: use the three dots menu on a report and click Refresh to load the latest data.
• Notes: Add content > Image or text adds context or instructions, with text, images and video. Each note uses a report slot.
• External content: Add content > External content embeds sources such as Google Sheets, YouTube, Databox or a Looker Studio report. Looker Studio needs its embed code or embed URL, not a standard share link.
• Drill down: click a data point to see the records behind it, and use Group data to split them, for example a rep's closed revenue by pipeline.

Custom reports are where most dashboards get their value. Our guide to the HubSpot custom report builder covers how to build them, and the time in deal stage report is a good first one for any pipeline dashboard. If a chart lives in another tool, our HubSpot Looker Studio integration guide shows the reporting side.

How do HubSpot dashboard filters work?

A dashboard filter applies a property filter across single object and cross object reports, but only to reports that use the data source the property belongs to. It is added to each report's filters with AND logic. If a report filters on the same property, the dashboard filter overrides it, except in custom reports with complex AND/OR filters.

• Advanced filters: click Advanced filters, then + Add filter, pick a property and set the criteria. The bottom left of each report shows its data source, so you can see which reports a filter will touch.
• Quick filters: pin up to five properties to the top of a dashboard so every viewer can use them. Only the owner and users with edit access can add, edit or remove them, and they are set up per dashboard.
• Grouped quick filters: you can combine properties of the same type, such as Contact owner and Deal owner, into one quick filter with its own label and description.
• Dynamic quick filters: HubSpot can generate Owners and Date range filters from the reports on the dashboard. Editing one turns it into a regular filter that no longer updates itself.
• Stage dates are excluded: the dynamic Date range filter doesn't affect "Date entered [stage]" properties. Add an advanced filter for each stage property instead.
• Frequency: Advanced filters also sets the frequency for the dashboard's reports, with an option to use your fiscal year.

Three behaviors catch people out. Filters you apply only affect your own view and stay for your browser session, so other users don't see them. Opening a report through View and filter drops the dashboard filters. And pipeline and funnel reports keep their own date property, which you change on the report itself. To share a filtered view, copy the URL, which updates as you apply filters.

Who can see and edit a HubSpot dashboard?

Each dashboard has an owner and an access setting: private to the owner and Super Admins, everyone can view, or everyone can view and edit. On Enterprise you can also assign specific users and teams with No access, View only or View and edit. Super Admins and users with admin-level reporting permissions can change every dashboard.

• Data permissions still apply. Dashboard access doesn't override record, data source or field permissions. A user without them may see partial data, a blank report or an error.
• Adding a report changes its audience. HubSpot says reports on a dashboard are controlled by the dashboard's access settings, and you can only set access directly on reports that aren't on a dashboard.
• Request access: a user without access can click Request access, which emails the dashboard owner.
• Ownership and history: the settings icon lets you change the owner, name, description and tags, and the History tab logs each change with its date and user. It doesn't list who can currently view the dashboard.
• Defaults and favorites: each user can set a default dashboard and star up to 10 favorites.
• Deleting: you choose whether to delete the dashboard's reports too. Restore deleted dashboards brings one back with its old access settings, plus any of its reports deleted in the last 14 days.

HubSpot's pages name the all-dashboards permission in two ways, "Reports & dashboards" and the Admin level of "Dashboard, reports, and analytics", and they word the access options differently in different places. Check the labels in your own account, then log in as a test user from each team before you roll a dashboard out. If you want permissions designed with your pipelines, that is part of our RevOps consulting.

How do you email, share or export a HubSpot dashboard?

Click Share > Email this dashboard to send it once or on a daily, weekly or monthly schedule, as an image or with a data file attached. Recurring emails go to HubSpot users only. You can also copy the dashboard URL, post its reports to a public Slack channel, or, with Owner permissions, share it as a template.

• Data timing: HubSpot captures the data two hours before the scheduled send time.
• Whose data: a recurring dashboard email shows data based on the permissions of the user who set it up. For each user to get their own data, each user sets up their own email.
• Outside recipients: one-time sends only, on Professional or Enterprise with admin-level Reporting permissions. The recipient's domain must be connected as an email sending domain, and HubSpot allows 100 emails a day to non-HubSpot users.
• Filters and scope: emails leave out dashboard filters unless you choose Send with current dashboard filters, and include all supported reports unless you choose Include selected reports.
• Attachments: only single object, event-based and customer journey reports can be sent as CSV, XLS or XLSX. HubSpot lists web analytics, email data type, annotations, custom reports, unified data type and sales analytics widget reports as unsupported for dashboard attachments.
• Managing schedules: a Super Admin or the dashboard owner can edit, reassign or delete a recurring email under Share > Manage recurring emails. Delete it at least two hours before its send time, or it still goes out.
• Single reports: from a report's menu you can email it on its own schedule, export it as an image, or export unsummarized data as a file.

For Slack, the integration must be installed and reports can't go to shared channels; our HubSpot Slack integration guide covers the setup. Share as template is a beta that copies the dashboard structure, not your data, into another account. In the HubSpot mobile app you can view and filter dashboards, but notes and external content don't appear there.

HubSpot dashboard checklist