Quick tipHow toSmart CRM

Use the updated report viewer and dashboards

Preloaded dashboards and templates.

Subscription
Starter and above
Permissions
Reports access
Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB: pick from preloaded dashboards for CRM overviews and pipeline performance. In a template you can filter, export unsummarized data and save a report. Starter gets a curated set.

1. In HubSpot

The relevant screen in my demo portal.

Reports page listing My dashboards, My reports, and Analytics suites for Sales, Service, and Revenue highlighted
Reports and the prebuilt analytics suites.

2. Worth knowing

Save a template as a report before customizing it heavily.

3. Related

Exporting activities and dashboard settings.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

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