• Live group demo of Marketing Hub + Data Agent

    Standardize reporting, reduce manual work, and introduce AI without cleanup

    Join us on March 12
  • Ready to build your local HubSpot community?

    HUG leaders host events, spark connections, and create spaces where people learn and grow together.

    Become a HUG Leader

Allow Admins To Apply Dashboard Filters For All Users

mcannizzo

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.

12 Replies
reycepeda
Participant

Yes please

ACandian
Contributor | Elite Partner

Why this is not already? Please 

LisaSF
Contributor | Platinum 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.

Gloricel
Member

yes, please! 😭 It would make my life so much easier

LMC-Alex
Participant

Yep we could really do with this.

Not being able to do this means different users often have similar but different views to each other which regularly casues confusion.

SBiddy
Member

There should be a toggle option where the admin/owner sets it to "apply filters for all users", by "team", or just for "me".

JdeRocquigny
Contributor

Is there a new option for this.  REason it's important (in addition to ensuring the same view for everyone) is to limit the need to recreate reports based on 1 value that can easily just be filtered at dashboard level.  ie - We have dashboards for events (using Event Hapily) and We want to be able to use the same reports that we created but set a main filter at dashboard level for Event Type so that we can have 1 dashboard to filter by Event Type = Tradeshows and a separate one where event type = Technical sessions.  The data in the report is the same as they are all pulling the event properties BUT the main differenciator are Event Types.  I want to create the dashboards, set the overall filter and then make it available to view for the whole sales team.  I can't rely on them to set the filter.  

TWin
Member

The lack of this feature leads to duplicative reports and more headaches. Please implement this

ChristoV
Contributor

This will be a great feature.  Currently, all reports need to be filtered individually if I want the filter to apply to all users.  

ACesin
Member

It is ridiculous you cannot apply dashboard filters to all users. It makes work a lot harder

JoLe_
Member

This functionality would be extremely helpful. We have several product lines and teams for which we need to adapt our dashboards. But we simply don't have the capacity to re-create all reports of dashboards for each line. I'd be busy for a whole week just for cloning reports.

 

Dashboard filters are the obvious solution to this but right now I have to create quick filters and ensure users set them correctly before using a dashboard.

 

Such a dashboard can never be used before making an amendment by a user. This becomes an increasingly critical issue the less the respective user is experienced in using HubSpot reports. A lot of the important dashboards are looked at by management, our CEO etc. I have received feedback that HubSpot shows wrong numbers more than enough by now. 

 

Can I add a note on top of the dashboard to explain a filter must be set? Yes.

Can I control if users do it? No.

Can I prevent them possibly taking the wrong conclusions as they don't see the correct results? No.

 

This breeds confusion and ultimately frustration with HubSpot itself.