Saving dashboard filters

Smart CRM & Sales Hub Dashboards & Reporting
1

The new dashboard filters are great for filtering dashboards with different objects, but is it possible to save the filters (like in a Contact index view, for example)?

It would be helpful to quickly set and save filters from toggling between different filters. For example, everything the SDR team did last week (activities, created companies, created Deals, etc.) and upcoming activities (planned activities, etc.)

2

Hi @Fabulous,

There currently aren’t any specific settings for this, no. Other users have submitted similar requests on better functionalities before: https://community.hubspot.com/t5/HubSpot-Ideas/Dashboard-filter-settings-to-be-saved/idi-p/339263

You could upvote and comment with your own requirements. The product team reviews these requests based on their popularity.

You can make it easier for others to find the request by accepting my reply as a solution. I’d appreciate it, too.

Best regards!

3

Hi @Fabulous ,

If you consider third-party app, you may check out this tool , it is spreadsheet/airtable on top of hubspot, which allows you to save and search historical filters, and even share dashboard with non-hubspot users within your firm.

Best

SC

4

Thanks for sharing, @sherrychen!