Is it possible to filter a dashboard by a single contact or deal field?
SOLVE
Title says it all... I want to filter a dashboard by a single contact or deal field (e.g.; Country) so I can maintain one master dashboard and then "jump around the world" as I select a specific country (or countries) from the dropdown.
As I currently see it, I'll need to create a master dashboard, clone it for each country, and the update every report for the specific country field... which is both time consuming and problematic if I ever want to create a new report or modify an existing one.
Is it possible to filter a dashboard by a single contact or deal field?
SOLVE
Sadly today filters don't allow for that level of on the fly adjustments. You can do filters by date ranges, owners, teams, deal/ticket pipelines on the fly and tweak things. However, it doesn't allow to getting to a deeper field level. Might be a good feature request to allow for more options though.
Is it possible to filter a dashboard by a single contact or deal field?
SOLVE
How can Hubspot not allow dashboard to be filtered by Country? It doesn't make any sense!
I could use the "team" filter but apparently dashboard only takes into account primary member of a team (so 1 person cannot belong to several team) so it doesn't help either.....
Is it possible to filter a dashboard by a single contact or deal field?
SOLVE
Agreed, we also spend a lot of time on cloning dashboards and then adjust filters per report, instead of being able to do this from 1 dashboard with the use of an overarching filter for all reports...
Is it possible to filter a dashboard by a single contact or deal field?
SOLVE
Sadly today filters don't allow for that level of on the fly adjustments. You can do filters by date ranges, owners, teams, deal/ticket pipelines on the fly and tweak things. However, it doesn't allow to getting to a deeper field level. Might be a good feature request to allow for more options though.