HubSpot Ideas


Dashboard clone to other portals

As and agency we have some main dashboards that are usefull to all clients. Instead of creating each dashboardn in each client portal, we 'd love to clone the entire dahsboard to other portals (just as a CMS template). This 'd save so much time to agencies.

If you agree give up a vote please.


HubSpot Updates
October 26, 2022 10:31 AM


My name is Shanker Sahai, I am the product manager here at HubSpot and we are beginning to learn more about how we can help partners and agencies clone dashboards from their portal to the client's dashboard.


I am looking to interview 3 to 5 partners to learn what the ideal experience would be, the most common dashboards you clone and what workarounds you have today.


Please email me at and I can share my meeting link where you can schedule a time that works for you.

Thank you!

36 Replies
Participant | Platinum Partner

This would be really useful for us as well!

Member | Platinum Partner

I am sure that all of our clients would love this idea. 

Member | Platinum Partner

This feature would be great! 🙏 And would save us a lot of manual labour. 


Currently you can clone reports and clone dashboards. But if you want to use the same layout and reports in a different account you have to create it again. This should be added. 

Top Contributor | Diamond Partner



it would be useful to be able to share dashboards across multiple portals - As a solutions partner, we have a standard set of dashboards that we build out for customers - It would be good to be able to roll them out across multiple clients without having to build out each one.  It would save partners a lot of time.

Member | Elite Partner

This would be wildly helpful! 

Participant | Elite Partner

This would be efficient!

Participant | Platinum Partner

As an agency, I can really agree to this. Much needed!

Participant | Platinum Partner

This would save so much time as many of the dashboards we create for one client, we need for other clients. Of course items in some reports would have to be adjusted once cloned to match correct lists etc. but other general reports would populate the portals data once cloned. Would help so much!

Participant | Elite Partner

Carrying on an old thread, this would really help my company. Please give me this capability Hubspot!

Member | Elite Partner

Would love to see this feature become available - as an agency helping to build out reporting dashboards for clients - we have some standard dashboards we'd like to be able to add as a starting point. Since we're able to copy project templates from portal to portal, I'm hoping this a feature we can see soon!

Top Contributor | Elite Partner

Great idea! 

Member | Elite Partner

This would be huge! I'm sure all agency partners would get a lot of value from this feature. 


Yes, this would be really useful for us as well!

Participant | Platinum Partner

This would be a huge time saver for agencies !

Participant | Platinum Partner

This would be a great feature!

Participant | Diamond Partner

This would be really useful!

Participant | Diamond Partner

Yes, please

Member | Platinum Partner

Yes, this would be really useful !!

Member | Gold Partner

A much-needed feature! It would be great as an agency!