HubSpot

HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.

Website

hubspot.com

Industry

CRM

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How to add dynamic quick filters on a dashboard in HubSpot

Here is how to add dynamic quick filters on a dashboard in hubspot

First click on the "Reports" icon in the left sidebar
Then click on "Dashboards" in the expanded menu
Next click on the dashboard title dropdown in the top left corner
Select the specific dashboard you want to add dynamic quick filters
Next click on "Quick filters" button in the dashboard toolbar
In the quick filters dialog, select the checkbox next to the dynamic quick filter you want to add to your dashboard
Then click the "Add" button in the quick filters dialog
The dynamic quick filter has now been added and is ready for use

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Why should you add dynamic quick filters on a dashboard in HubSpot

HubSpot is a powerful software platform that helps businesses grow by streamlining their marketing, sales, and service operations.

Adding dynamic quick filters on a dashboard in HubSpot enhances data visualization by allowing users to swiftly narrow down datasets effortlessly.

This feature empowers users to customize their view, making data analysis more efficient and tailored to specific needs, fostering informed decision-making.

With dynamic quick filters, you save time while easily adapting to evolving business insights, enhancing overall productivity and strategic planning.

Last update

February 6, 2026

Tutorials