How to create a quick filter using multiple properties on a dashboard in HubSpot
Here is how to create a quick filter using multiple properties on a dashboard in hubspot
- First click on "Reports" icon in the left sidebar
- Then click on "Dashboards" in the expanded submenu
- Next click on the dashboard title dropdown in the top left corner
- Select the dashboard where you want to add filters
- Click on "Advanced filters" link in the dashboard header
- Click on "Quick filters" tab in the Advanced filters panel
- Then, click "Add quick filters"
- Select the checkbox next to the properties you want to add as quick filter to the dashboard
- Next click the "Customize" button
- Then enter a label in the Label field
- Enter description for your quick filter in the Description field
- Next click the "Save" button at the bottom to save your quick filter
- To apply additional filters, click "Add quick filters"
- Finally, click on the "Close" button to exit the filters panel
Why should you create a quick filter using multiple properties on a dashboard in HubSpot
HubSpot is a powerful platform designed to harmonize marketing, sales, and service efforts for enhanced business growth.
One of its standout features is the ability to create quick filters using multiple properties on a dashboard, offering a tailored view of essential data. This capability ensures that users can swiftly access the information they need without unnecessary clutter.
By leveraging multiple properties, these custom filters empower teams to make informed decisions more efficiently, boosting productivity and focus exponentially.
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