HubSpot Ideas

mcannizzo

Allow Admins To Apply Dashboard Filters For All Users

Right now dashboard filters ONLY apply to individual users who set them. 

 

There should be a feature that allows you to configure a dashboard for a sales rep, for example, with a date filter they see everytime they are viewing this.

4 Replies
reycepeda
Participant

Yes please

ACandian
Contributor | Diamond Partner

Why this is not already? Please 

LisaSF
Contributor | Gold Partner

I also think this is a needed feature, setting up dashboards for clients or other users, the filters are not saved so we need to teach each person how to set up their filters, and if one person modifies theirs it can get confusing when they see different data than other users looking at the same dashboard. 

Josh_Bradford
Participant

This is badly needed. It makes no sense to setup dashboards for our client's teams to use (marketing and sales) but each user needs to apply their own filters when its going to be the same filters from the outset anyway.