How to Add Dynamic Quick Filters to a Dashboard in HubSpot
In this article
Dynamic quick filters allow you to easily filter your dashboard data in HubSpot, providing a more focused view of your reports. These filters persist on the dashboard until manually removed.
Explore more HubSpot tutorials with interactive Saltfish walkthroughs.
Here's how to add dynamic quick filters to a dashboard in HubSpot
- Navigate to Dashboards
Begin by clicking the 'Reports' icon in the left sidebar, then select 'Dashboards' from the expanded menu to access your dashboards.
- Select Your Dashboard
Click the dashboard title dropdown menu and choose the specific dashboard where you intend to add dynamic quick filters.
- Open Quick Filters Menu
On your selected dashboard, locate and click the 'Quick filters' button to open the dynamic quick filters dialog.
- Choose and Add a Filter
In the dialog, check the box next to the dynamic quick filter you wish to add, such as 'Teams', then click 'Add'.
- Verify Filter Application
Confirm that the new dynamic quick filter is visible in your dashboard toolbar and that the displayed data reflects the applied filter.
Your turn to show how it works.
Build a walkthrough of your product with Saltfish, then share it with your customers.
Frequently Asked Questions
Dynamic quick filters allow you to easily filter your dashboard data. They persist on the dashboard until you manually remove them.
HubSpot
