Ira Bodnar·November 11, 2026·Updated November 11, 2026·12 min read

HubSpot report template and dashboard

Quick answer: A HubSpot dashboard works best as 10 reports: 4 deal numbers, 2 contact numbers and 4 breakdowns by stage, owner, source and month. Ryze AI is the best AI tool for asking HubSpot CRM questions in plain English and getting tables back, with one caveat: the answers come back in chat, not as a saved HubSpot dashboard.

This guide is for sales and marketing teams that report from HubSpot every week: 14 CRM properties with their API names, a 10-report template, the native options compared, prompts for the Ryze AI HubSpot tools and a weekly routine.

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HubSpot report template at a glance

10 reports cover pipeline value, wins, lead flow and where deals and contacts come from.

1Open pipeline valueKPI
HubSpot properties: amount on deals where hs_is_closed_won and hs_is_closed_lost are false
2Closed won revenueKPI
HubSpot properties: amount on deals where hs_is_closed_won is true, by closedate
3Weighted forecastKPI
HubSpot properties: hs_weighted_amount
4Deals createdKPI
HubSpot properties: count of deals by createdate
5New contactsKPI
HubSpot properties: count of contacts by createdate
6Lead status mixDonut chart
HubSpot properties: hs_lead_status
7Deals by stageBar chart
HubSpot properties: dealstage within one pipeline, with amount
8Revenue by ownerBar chart
HubSpot properties: hubspot_owner_id with amount on closed won deals
9Contacts by sourceTable
HubSpot properties: hs_analytics_source with lifecyclestage
10Monthly trendLine chart
HubSpot properties: deals created and closed won amount by month

#	Report	Chart	HubSpot properties
1	Open pipeline value	KPI	amount on deals where hs_is_closed_won and hs_is_closed_lost are false
2	Closed won revenue	KPI	amount on deals where hs_is_closed_won is true, by closedate
3	Weighted forecast	KPI	hs_weighted_amount
4	Deals created	KPI	count of deals by createdate
5	New contacts	KPI	count of contacts by createdate
6	Lead status mix	Donut chart	hs_lead_status
7	Deals by stage	Bar chart	dealstage within one pipeline, with amount
8	Revenue by owner	Bar chart	hubspot_owner_id with amount on closed won deals
9	Contacts by source	Table	hs_analytics_source with lifecyclestage
10	Monthly trend	Line chart	deals created and closed won amount by month

The same properties work in a HubSpot dashboard, in the custom report builder or in a prompt to Ryze AI.

4 ways to build a HubSpot dashboard in 2026

HubSpot has dashboards and several report tools built in, so the first choice is which tool feeds them.

Dashboards are under Reporting > Dashboards, and every plan can use them (HubSpot). How many dashboards and how many reports each can hold depends on your subscription, and HubSpot points to its Product and Services Catalog for the numbers.

Sales analytics suite
Where it lives
Reporting > Reports, ready-made sales reports
Plan needed
Sales Hub Starter, Professional or Enterprise
Limits worth knowing
Fixed report list: deal funnel, deals won and lost, sales velocity, weighted forecast and more
Custom report builder
Where it lives
Reporting > Reports > Create > Create report > Custom report
Plan needed
Professional or Enterprise in a Hub
Limits worth knowing
1,000 unique rows on charts other than tables; refreshes every 2 hours
CRM API or export
Where it lives
Your own sheet or BI tool, fed by the HubSpot API or a CSV export
Plan needed
Depends on the app and account
Limits worth knowing
You maintain the pipeline and the formulas
Ryze AI
Where it lives
Ryze AI chat, or Claude and ChatGPT through the Ryze AI connector
Plan needed
Paid Ads plan, $89 a month flat
Limits worth knowing
Answers come back in chat as tables; no saved HubSpot dashboard

Option	Where it lives	Plan needed	Limits worth knowing
Sales analytics suite	Reporting > Reports, ready-made sales reports	Sales Hub Starter, Professional or Enterprise	Fixed report list: deal funnel, deals won and lost, sales velocity, weighted forecast and more
Custom report builder	Reporting > Reports > Create > Create report > Custom report	Professional or Enterprise in a Hub	1,000 unique rows on charts other than tables; refreshes every 2 hours
CRM API or export	Your own sheet or BI tool, fed by the HubSpot API or a CSV export	Depends on the app and account	You maintain the pipeline and the formulas
Ryze AI	Ryze AI chat, or Claude and ChatGPT through the Ryze AI connector	Paid Ads plan, $89 a month flat	Answers come back in chat as tables; no saved HubSpot dashboard

Sharing a HubSpot dashboard has 4 levels: private to the owner, everyone can view and edit, everyone can view only, or specific users and teams on Enterprise (HubSpot). Building a custom report needs the Create/own and Edit report permissions (HubSpot).

14 HubSpot properties for the dashboard

These are the properties the template uses, with the internal names the HubSpot API and the Ryze AI tools accept. Put the internal names in your prompts so the right field is pulled.

Deal name
Object
Deal
Internal name
dealname
Plain definition
The name given to the deal
Amount
Object
Deal
Internal name
amount
Plain definition
The total value of the deal in the deal's currency
Deal stage
Object
Deal
Internal name
dealstage
Plain definition
The stage that shows where the deal is in its pipeline; the API wants the stage's internal ID, not its label
Pipeline
Object
Deal
Internal name
pipeline
Plain definition
The pipeline that decides which stages a deal moves through
Close date
Object
Deal
Internal name
closedate
Plain definition
The expected or actual date the deal closes
Create date
Object
Deal
Internal name
createdate
Plain definition
The date the record was created; the same name exists on contacts
Closed won flag
Object
Deal
Internal name
hs_is_closed_won
Plain definition
Set to true or false automatically for closed won deals
Closed lost flag
Object
Deal
Internal name
hs_is_closed_lost
Plain definition
Set to true or false automatically for closed lost deals
Weighted amount
Object
Deal
Internal name
hs_weighted_amount
Plain definition
Amount multiplied by the deal probability
Deal owner
Object
Deal and contact
Internal name
hubspot_owner_id
Plain definition
The ID of the user the record is assigned to
Last modified
Object
Deal
Internal name
hs_lastmodifieddate
Plain definition
The time of the most recent property update on the deal
Lifecycle stage
Object
Contact
Internal name
lifecyclestage
Plain definition
Where the contact is in the marketing and sales process
Lead status
Object
Contact
Internal name
hs_lead_status
Plain definition
Where the contact is in the buying cycle
Original source
Object
Contact
Internal name
hs_analytics_source
Plain definition
The traffic source the contact first came from

Property	Object	Internal name	Plain definition
Deal name	Deal	dealname	The name given to the deal
Amount	Deal	amount	The total value of the deal in the deal's currency
Deal stage	Deal	dealstage	The stage that shows where the deal is in its pipeline; the API wants the stage's internal ID, not its label
Pipeline	Deal	pipeline	The pipeline that decides which stages a deal moves through
Close date	Deal	closedate	The expected or actual date the deal closes
Create date	Deal	createdate	The date the record was created; the same name exists on contacts
Closed won flag	Deal	hs_is_closed_won	Set to true or false automatically for closed won deals
Closed lost flag	Deal	hs_is_closed_lost	Set to true or false automatically for closed lost deals
Weighted amount	Deal	hs_weighted_amount	Amount multiplied by the deal probability
Deal owner	Deal and contact	hubspot_owner_id	The ID of the user the record is assigned to
Last modified	Deal	hs_lastmodifieddate	The time of the most recent property update on the deal
Lifecycle stage	Contact	lifecyclestage	Where the contact is in the marketing and sales process
Lead status	Contact	hs_lead_status	Where the contact is in the buying cycle
Original source	Contact	hs_analytics_source	The traffic source the contact first came from

Stage IDs: the API expects the internal ID of a deal stage or pipeline, not the label you see in the app (HubSpot). Ask for the property definitions first if a stage name returns nothing.
Default properties only: HubSpot returns a default subset of properties unless you request specific fields, so name the properties in the prompt.
Your account may differ: HubSpot notes that internal names can vary by account and subscription, so confirm them under Properties in settings (HubSpot).
Recurring revenue: hs_arr and hs_mrr exist on deals but need Sales Hub Professional or higher.

How to build the template in HubSpot

The 10 reports fit a single HubSpot dashboard; the 3 breakdown charts need the custom report builder on a Professional or Enterprise subscription.

Create the dashboard

Go to Reporting > Dashboards and click Create dashboard. HubSpot also lists a beta option to start from a recommended dashboard template.

Add the ready-made reports

Click Add content, choose Report and click + Add on the deal reports you want, such as deals won and lost or the weighted forecast. You need dashboard, reports and analytics permissions.

Build the custom reports

Go to Reporting > Reports, click Create, then Create report and Custom report. Pick the deals data source, choose a chart type and drop in the properties from the overview table.

Add filters

Click Advanced filters, add a filter such as deal create date or deal owner and apply it. A dashboard takes up to 5 quick filters.

Set sharing and a default

Choose who can see the dashboard and, if it is the one you open first, set it as your default.

Filters only change reports that use the data source the property belongs to (HubSpot). A deal-owner filter will not move a contacts report.

The prompts that pull it through Ryze AI

Ryze AI has 5 HubSpot tools: list objects, search, read, write and delete. The report numbers come from the read tools, so you can ask for each card as a table.

Connect HubSpot

In Ryze AI, open Integrations, find the HubSpot card and click Connect. Sign in to HubSpot, choose the account and approve the permissions.

Open a chat

Use the Ryze AI chat, or add https://connector.get-ryze.ai/mcp as a custom connector in Claude or ChatGPT and start a new chat.

Send a prompt

Paste one of the prompts below and replace the placeholders. Name the properties so the right fields come back.

Check the stage names

If a stage returns nothing, ask for the deal property definitions and use the internal stage ID.

Prompt 1: pipeline by stage

Use the HubSpot tools. Search deals in the pipeline [pipeline name] where hs_is_closed_won and hs_is_closed_lost are both false. Return dealname, amount, dealstage, hubspot_owner_id and closedate. Then give me a table of deal count and total amount for each dealstage.

Prompt 2: closed won by owner

Search HubSpot deals where hs_is_closed_won is true and closedate is in [month and year]. Return amount and hubspot_owner_id. Look up the owner names and show a table of closed won amount and deal count per owner.

Prompt 3: new contacts by source

Search HubSpot contacts created between [start date] and [end date]. Return createdate, lifecyclestage, hs_lead_status and hs_analytics_source. Show a table of contact count by hs_analytics_source and lifecyclestage.

Prompt 4: stale deals

Search HubSpot deals that are still open and whose hs_lastmodifieddate is before [date]. Return dealname, amount, dealstage, hubspot_owner_id and hs_lastmodifieddate, sorted by amount from largest to smallest.

Setup per client is in how to connect Claude to HubSpot, and the tools are listed on the HubSpot MCP server page. Ryze AI also publishes a HubSpot help page.

A weekly routine for the HubSpot dashboard

Pick one day, read the dashboard top to bottom and leave a note on each change. HubSpot custom reports refresh every 2 hours, and you can refresh by hand once every 15 minutes (HubSpot).

Monday
What to do
Compare open pipeline and weighted forecast with the previous Monday
Why
Same weekday, same cut-off
Monday
What to do
List deals created last week and deals that moved stage
Why
Shows what changed since last week
Wednesday
What to do
Check open deals with no update in 14 days (hs_lastmodifieddate)
Why
Stale deals inflate the pipeline
Friday
What to do
Review new contacts by hs_analytics_source and lead status
Why
Spots a source that stopped sending leads
Month end
What to do
Compare closed won amount with the forecast and check deals past closedate
Why
Closes the month and cleans the forecast

When	What to do	Why
Monday	Compare open pipeline and weighted forecast with the previous Monday	Same weekday, same cut-off
Monday	List deals created last week and deals that moved stage	Shows what changed since last week
Wednesday	Check open deals with no update in 14 days (hs_lastmodifieddate)	Stale deals inflate the pipeline
Friday	Review new contacts by hs_analytics_source and lead status	Spots a source that stopped sending leads
Month end	Compare closed won amount with the forecast and check deals past closedate	Closes the month and cleans the forecast

Scheduling the check in Ryze AI

Ryze AI scheduled tasks run without an approval step, so keep a scheduled HubSpot task to read-only questions. Write it as one instruction to carry out now.

Scheduled task: weekly HubSpot check

Search HubSpot deals created in the last 7 days and deals whose dealstage changed in the last 7 days. Return dealname, amount, dealstage and hubspot_owner_id. Then list open deals with hs_lastmodifieddate older than 14 days. Read only: do not edit or delete any record.

HubSpot reports vs Ryze AI for the same numbers

HubSpot dashboards give a saved, shareable view inside the CRM. Ryze AI answers one-off and recurring questions in chat and can edit records when you ask.

Cost
HubSpot dashboards and reports
Dashboards on every plan; custom reports need Professional or Enterprise
Ryze AI
Paid Ads plan $89 a month flat, 7-day free trial
How you build
HubSpot dashboards and reports
Drag reports onto a dashboard or configure a custom report
Ryze AI
Write a prompt with the property names
Saved view
HubSpot dashboards and reports
Yes, shared by user, team or everyone
Ryze AI
No saved HubSpot dashboard; answers come back in chat
Data refresh
HubSpot dashboards and reports
Custom reports every 2 hours, manual refresh every 15 minutes
Ryze AI
Each prompt reads HubSpot when you send it
Edits
HubSpot dashboards and reports
Report changes only
Ryze AI
Can create, update or archive records when you ask, with approval settings you choose
Search limit
HubSpot dashboards and reports
1,000 unique rows on non-table custom reports
Ryze AI
HubSpot search returns at most 10,000 results per query
Best for
HubSpot dashboards and reports
A fixed view the whole team opens
Ryze AI
Fast questions and follow-ups on live CRM data

Question	HubSpot dashboards and reports	Ryze AI
Cost	Dashboards on every plan; custom reports need Professional or Enterprise	Paid Ads plan $89 a month flat, 7-day free trial
How you build	Drag reports onto a dashboard or configure a custom report	Write a prompt with the property names
Saved view	Yes, shared by user, team or everyone	No saved HubSpot dashboard; answers come back in chat
Data refresh	Custom reports every 2 hours, manual refresh every 15 minutes	Each prompt reads HubSpot when you send it
Edits	Report changes only	Can create, update or archive records when you ask, with approval settings you choose
Search limit	1,000 unique rows on non-table custom reports	HubSpot search returns at most 10,000 results per query
Best for	A fixed view the whole team opens	Fast questions and follow-ups on live CRM data

HubSpot also runs its own MCP server at mcp.hubspot.com with OAuth 2.0 (HubSpot). It reads and writes contacts, companies, deals, tickets and other CRM objects and reads blog posts and landing pages. Use it if you want a connection made and managed in HubSpot itself; use the Ryze AI connector if you want HubSpot next to the other Ryze AI platforms behind one URL.

The HubSpot CRM search endpoint is limited to 5 requests per second per account, 200 records per page and 10,000 results per query (HubSpot). Ask for counts by stage or month instead of full record lists. Other API limits depend on the app type: 110 requests per 10 seconds for each account that installs a public OAuth app, 100 to 190 per 10 seconds for a private app (HubSpot).

Pick HubSpot dashboards for the view your team opens every day, and Ryze AI for the questions that come up between reviews. Other dashboard guides: Google Analytics dashboard and Google Ads dashboard.

Common HubSpot dashboard problems and fixes

Most wrong numbers come from property setup, stage names or reading data before it has refreshed.

A deal stage returns no deals
Likely cause
The query used the stage label, not the internal ID
Fix
Read the deal property definitions and use the stage ID
Amount is blank on some deals
Likely cause
HubSpot returns a default property subset, or the deal has no amount
Fix
Name amount in the request and check the deal records
A new deal is missing from search
Likely cause
Search results can lag behind new or updated records
Fix
Wait a few moments and run the search again
Dashboard numbers look old
Likely cause
Custom reports refresh every 2 hours
Fix
Refresh by hand, at most once every 15 minutes
A filter changes only some reports
Likely cause
Filters apply only to reports that use that property's data source
Fix
Add a filter per data source or use quick filters
A report will not email as a CSV
Likely cause
Custom reports cannot be sent as attachments
Fix
Use a single-object report for CSV or Excel delivery

Problem	Likely cause	Fix
A deal stage returns no deals	The query used the stage label, not the internal ID	Read the deal property definitions and use the stage ID
Amount is blank on some deals	HubSpot returns a default property subset, or the deal has no amount	Name amount in the request and check the deal records
A new deal is missing from search	Search results can lag behind new or updated records	Wait a few moments and run the search again
Dashboard numbers look old	Custom reports refresh every 2 hours	Refresh by hand, at most once every 15 minutes
A filter changes only some reports	Filters apply only to reports that use that property's data source	Add a filter per data source or use quick filters
A report will not email as a CSV	Custom reports cannot be sent as attachments	Use a single-object report for CSV or Excel delivery

Sources: HubSpot's pages on update frequency, dashboard filters and emailing and exporting reports. A dashboard can only show what your team records in HubSpot.

Where Ryze AI fits

Ryze AI reads and edits HubSpot CRM contacts, companies and deals, reads lists and owners and manages blog content.

Each connection is one HubSpot portal, and several portals can sit in one workspace. Edits and deletes go through the same tools, so set approvals before you ask for changes: the Ryze AI chat starts on Skip all approvals, and you can switch Tool approvals to Approve write & delete or Manual approve. In Claude, set write and delete tools to Needs approval under Customize > Connectors > Ryze AI > Tool permissions.

The Paid Ads plan is $89 a month with a 7-day free trial. SEO Starter is $129 a month with a 3-day free trial and covers publishing blog articles to HubSpot. Annual billing is 30% off the first year. Connecting the connector is free; the tools need an active plan or trial. See the integrations hub for other platforms.

Sources

Checked November 11, 2026

The verdict

A useful HubSpot dashboard is small: 5 KPIs, a donut, 2 bar charts, a source table and a monthly trend, built from 14 CRM properties. HubSpot dashboards are the right place for the view your team opens every day.

If you want the same numbers on request, with follow-up questions and record edits under approval settings you control, Ryze AI does that through its 5 HubSpot tools.

Frequently asked questions

What is a HubSpot report template?

A saved layout of reports for a topic such as sales or lead flow. HubSpot ships a sales analytics suite with ready-made deal reports, and you can build your own in the custom report builder. This page gives a 10-report template with the property names to use.

How do I create a dashboard in HubSpot?

Go to Reporting > Dashboards and click Create dashboard, or go to Reporting > Reports, click Create and choose Create dashboard. Then click Add content, choose Report and add the reports you want. Dashboards are available on every HubSpot plan.

Which HubSpot plan do I need for custom reports?

The custom report builder needs a Professional or Enterprise subscription of Marketing Hub, Sales Hub, Service Hub, Data Hub, Content Hub or Revenue Hub. The sales analytics suite is available with Sales Hub Starter, Professional and Enterprise.

How many reports can a HubSpot dashboard hold?

HubSpot says a dashboard holds a certain number of reports depending on your subscription and points to its Product and Services Catalog for the figure. The number of dashboards also depends on the highest subscription tier on the account.

Show 8 more questions

What properties should a HubSpot sales dashboard track?

Deal amount, dealstage, pipeline, closedate, createdate, hs_is_closed_won, hs_is_closed_lost, hs_weighted_amount and hubspot_owner_id, plus contact lifecyclestage, hs_lead_status and hs_analytics_source.

How often do HubSpot dashboards refresh?

Custom reports refresh automatically every 2 hours, and you can refresh by hand once every 15 minutes. HubSpot lists some analytics data, such as page views and form submissions, as updating every 40 minutes.

Can I email or export a HubSpot dashboard?

Yes. HubSpot can send a dashboard once or on a recurring schedule to HubSpot users, and reports can be exported as CSV, Excel or an image. Custom reports cannot be sent as attachments, and only single-object, event-based and customer journey reports can go out as CSV or Excel.

Does HubSpot have its own MCP server?

Yes. HubSpot lists an MCP server at mcp.hubspot.com with OAuth 2.0. It reads and writes CRM objects such as contacts, companies and deals and reads blog posts and landing pages. The Ryze AI connector is a separate server at https://connector.get-ryze.ai/mcp.

Can Ryze AI build a HubSpot dashboard?

Ryze AI does not save a dashboard inside HubSpot. Its 5 HubSpot tools read and search CRM records, owners and lists, so you can ask for each report as a table in chat, with the property names in the prompt.

What are the HubSpot search limits when pulling report numbers?

The CRM search endpoint is limited to 5 requests per second per account, 200 records per page and 10,000 results per query. Ask for counts by stage, owner or month rather than full record lists.

Can Ryze AI change HubSpot records?

Yes, when you ask. The tools can create or update records and archive them by ID. The Ryze AI chat starts on Skip all approvals, so switch Tool approvals to Approve write & delete or Manual approve first. Scheduled tasks run without an approval step.

How much does Ryze AI cost for HubSpot?

The Paid Ads plan is $89 a month with a 7-day free trial. SEO Starter is $129 a month with a 3-day free trial. Annual billing is 30% off the first year. Connecting the connector is free; the tools need an active plan or trial.

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Connect HubSpot to Claude and run your first prompts.

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