How to edit a dashboard filter in HubSpot

Here is how to edit a dashboard filter in hubspot

First click on the "Reports" 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 dashboard you want to edit filters for
Next click on "Advanced filters" button in the dashboard toolbar
Click the "Applied filters" tab in the Advanced Filters panel
Find the filter you want to edit and click on it
Make the necessary changes to the filter criteria
Click the "Update filter" button to apply the changes
Your dashboard will now reflect the updated filter settings. Click the "Close" button to close the Advanced Filters panel

HubSpot is a premier platform that powers businesses to grow through its comprehensive inbound marketing solutions.

Editing a dashboard filter in HubSpot allows users to tailor data views for efficient decision-making.

By refining filters, teams can focus on metrics that matter, enhancing strategic insight.

This feature streamlines data analysis, saving time and maximizing productivity with customized, relevant information at your fingertips.

Last updateFebruary 12, 2026