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 quick filters on a dashboard in HubSpot

Here is how to create quick filters on a dashboard in hubspot

First click on the "Reports" icon in the left sidebar
Then click on "Dashboards" item in the Reports menu
Next click on the dashboard title dropdown in the top left corner
Select the specific dashboard you want to add quick filters
Click on "Advanced filters" button in the dashboard toolbar
In the Advanced Filters panel, click on "Add quick filters" tab
Then, click "Add quick filters"
Select the checkbox next to the property you want to add as a quick filter to the dashboard
To customize your quick filter, click the "Customize" button
Then enter a label in the Label field
Enter a 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
The quick filters is now pinned to the top of the dashboard for easy access and to allow other users to use the same filters

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Why should you create quick filters on a dashboard in HubSpot

HubSpot is a powerful platform designed to streamline your marketing, sales, and customer service efforts.

Creating quick filters on a dashboard in HubSpot enhances the way you manage data. This feature allows you to tailor data views to exactly what you need without distractions.

By implementing quick filters, you can swiftly track performance metrics, prioritize tasks, and make informed decisions with minimal effort.

The result is an optimized workflow that saves time and increases efficiency, ensuring you focus on what truly matters for your business success.

Last update

February 6, 2026

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