This skill helps to walk you through How to create a New Sales Dashboard in Hubspot.
Note:
Ensure you have access to a subscription in the Hubspot with sufficient privileges to perform skill successfully.
Ensure that you are already logged in into your Hubspot account
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1.
Open HubSpot on the Web.
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2.
Click on Reporting.
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3.
Click on Dashboards to Open the Existing Dashboards in your account
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4.
Click on Create dashboard to create a new dashboard
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5.
Click on Search and Type Sale in the search box. Once done, Click on the Next button in Supervity Widget.
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6.
Select the First report in the Search list to continue.
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7.
Please Check or Uncheck the options available for this dashbaord. Once done, Please click on Next Button in Supervity Widget.
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8.
Click on Next to Continue.
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9.
Click on the Title text field, Type the Name of the Dashboard. Once done, please click on Next Button in the Supervity widget.
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10.
Click on Create dashboard to complete the process.
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11.
Click on Exit to go back to main menu.
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12.
Click on Existing Dashboard drop-down to see the available dashboards in your account.
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13.
Click on Next button in Supervity widget. Click on Search and Type the Dashboard name you created.
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14.
This is the New Dashboard you have created. Please click on Close in Supervity widget, and start adding your filter's or reports to your dasboard.
