Recommended Templates for Dashboards and Reports

What is it?

We’ve introduced smart template recommendations in two key areas of HubSpot’s reporting experience:

• The Dashboard Template Library
• The Report Creation Flow

These recommendations help you find the most relevant dashboards and reports faster, by suggesting templates based on your data and goals.

Why does it matter?

Creating meaningful dashboards and reports can be time-consuming—especially if you’re not sure where to start. Users often face a blank canvas or struggle to find the right templates among many options.

This feature solves that by surfacing the most relevant templates for your business context, making it easier to build impactful analytics tools without starting from scratch or digging through the full library.

How does it work?

• In the Dashboard Template Library: When you browse templates, HubSpot now highlights recommended dashboards based on your data setup, usage patterns, and key objects (like deals, contacts, or tickets). These suggestions help you quickly spin up dashboards tailored to your needs.
• In the Report Creation Flow: As you begin creating a report, the system suggests report templates that match the object and goal you’ve selected—whether it’s tracking pipeline performance, marketing attribution, or customer support metrics.

These recommendations are dynamically curated and evolve with your usage, making it easier to create meaningful insights with less guesswork.

Who gets it?

All hubs and tiers