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 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

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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.

Last update

February 6, 2026

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