Dashboards & Reporting

apzuckerman
Member

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.

 

Any ideas?

1 Accepted solution
JustinPerkinsC
Solution
Contributeur de premier rang

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. 

Justin Perkins
Solutions Engineer
JPerkins@contractlogix.com
Contract LogixLinkedin

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3 Replies 3
MChampavere9
Participant

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.....

0 Upvotes
Lisette1
Contributor

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... 

@apzuckerman -> upvote this one, same issue, on 'idea submitted' 

JustinPerkinsC
Solution
Contributeur de premier rang

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. 

Justin Perkins
Solutions Engineer
JPerkins@contractlogix.com
Contract LogixLinkedin