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 apply a filter to a dashboard in HubSpot

Here is how to apply a filter to a dashboard in hubspot

First click on the "Reporting" icon in the left sidebar
Then click on "Dashboards" in the reporting submenu
Next click on the dashboard title dropdown in the top left corner
Select the specific dashboard you want to add filter
Click on "Advanced filters" button in the dashboard toolbar
Click on "Add filter" button in the filters panel
Next search for and select a property
Then set the criteria for the filter and click "Apply filter"
To apply additional filters, click "Add filter" button again
Finally click "Close" button to close the filters panel. Your filters will save automatically

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Why should you apply a filter to a dashboard in HubSpot

HubSpot is a dynamic platform designed to streamline inbound marketing, sales, and customer service efforts.

Applying a filter to a dashboard in HubSpot allows you to tailor data visualization, ensuring relevant metrics are front and center. By focusing on specific segments or timeframes, it enhances decision-making effectiveness.

This feature minimizes data clutter, driving clarity and enabling more strategic conversations. Refined data views help teams stay aligned with goals, fostering improved performance.

Last update

February 6, 2026

Tutorials