How to Customize Your HubSpot Dashboard Views for Maximum Efficiency

One of the standout features of HubSpot is its flexibility, particularly when it comes to customizing your dashboard to fit your business needs. Whether you're a sales manager, marketing professional, or anyone who works with HubSpot regularly, tailoring your dashboard can help you streamline your workflow and focus on what matters most. In this post, we’ll explore how to customize your HubSpot dashboard with ease and efficiency.

1. Customizing the View: List vs. Grid

The first step in optimizing your HubSpot dashboard is choosing how you want to view your deals. HubSpot offers two primary options for displaying your deals: list view and grid view.

• List View: This is the traditional option, displaying deals in a simple, organized list. While functional, it can become cumbersome when you're dealing with numerous deals.
• Grid View: For a more visual approach, the grid view is a great choice. I personally prefer this option because it allows you to quickly manage deals. You can click any deal and drag it to another stage in the pipeline with a simple drag-and-drop action. This eliminates the need to open each deal individually and manually update the deal stage, saving you time and effort.

2. Creating Custom Views for Targeted Insights

HubSpot’s views feature is another powerful tool for customizing your dashboard. Views let you filter and segment your activity in a way that suits your needs. By creating different views, you can focus on specific stages of the pipeline, deals that are likely to close, or any other criteria that’s important to you.

For example, if you want to focus on deals that are already qualified—those that have made it further along in the pipeline and are more likely to close—you can easily set up a custom view for this.

Here’s how you can create a view for qualified deals:

1. Click on "Add View": This option lets you create a new filtered view.
2. Name your view: For this example, we’ll call it “Qualified Deals.”
3. Set the filter: In the advanced filters section, set the deal stage to include stages like "Closed Won," "Qualified to Buy," "Decision Maker Bought In," and "Contract Sent." You can mix and match filters as needed to match your criteria.
4. Save your view: Once your filters are set, save the view, and it will automatically apply every time you open it. This way, you can quickly access only the deals that meet your pre-defined conditions, helping you stay organized and focused on the most important opportunities.

If you need to view all deals again, simply toggle back to your default “All Deals” view.

3. Why Customizing Your HubSpot Dashboard Matters

Customizing your HubSpot dashboard not only improves your workflow but also helps you stay on top of your most critical business activities. By using views, you can quickly filter through your deals, focusing on the ones that need attention. The flexibility to switch between list and grid views ensures that you can choose the display option that works best for you, depending on the task at hand.

Tailoring your HubSpot dashboard is a small but impactful way to ensure you’re spending time on the deals that are most likely to close, while also improving overall productivity.

Conclusion

Whether you’re dealing with multiple deals in your pipeline or want to create targeted views for specific deal stages, HubSpot makes it easy to customize your dashboard for better efficiency. With features like customizable views and grid layouts, you can create a dashboard that’s truly tailored to your needs, helping you stay organized and focused on the tasks that drive results.

By taking full advantage of these customization options, you'll be able to transform your HubSpot dashboard into a powerful tool that works for you, not the other way around.

Ready to optimize your HubSpot dashboard? Start customizing today to enhance your productivity and pipeline management!