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How to Set Up a Dashboard in HubSpot

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Creating a dashboard in HubSpot is simple. Here’s how you can set one up:

1. From the top navigation menu, go to Reporting.

2. Select Dashboard.

3. Click the “Create Dashboard” button.

4. Choose a predefined template (Sales, Marketing, Customer Service) or start with a blank dashboard.

5. Select only the reports you need and take note of which ones are included in the dashboard.

6. Click on Create Dashboard.

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