I would like the ability to filter a dashboard by ANY field. Right now the only options are: Date, Owner, Teams, Deal / Ticket Pipeline. We want to filter by a custom field called Products, or antoher called Type.
I would love to be able to build a standardised client report dashboard and then be able to filter it by company or deal - instead you have to manually edit every report on the dashboard
Yes, please! I need to be able to filter and/or group by Manager or by GTM Segment, etc. When looking at activities by owner, I don't want to sort through 300 users and pick the team members I need I want to filter out anyone not reporting to XYZ manager, etc. (For a specific use case example)
My apology. I realize that I can set my reports to use a different date field by design and the date filter on the Dashboard will use that date instead of the create date. However, I still upvote this particular request to add more filtering options. I guess my brain was on hold during that moment before I went back and changed the date field.
Filter by country is the use case here - I have close to 100 countries and the reporting needs are e.g. quarterly - it would be so easy to have a basic marketing KPIs dashboard that I/we could just filter by country - this would be a massive time saving.
I have to spend a unnecassary amount of time on cloning dashboards,adjusting the filters per report, instead of being able to do this from 1 dashboard with the use of an overarching filter for all the reports in that dashboard. This means we have a ridiculus amount of reports, and with no way to have the reports structured in folders (yet another HubSpot limitation) we run the risk of creating the same report more than once as people generally ow cannot find what they're looking for.
Also, the current way of working is more prone to making mistakes in adding the filters per report.
+1 For me on this, i love @WilianFP suggestion of filters like in Power BI, would be a game changer, We are also in the same where we can have multiple owner types it would be such a time saver to filter by rep/company/ on each dashboard without having to clone hundreds of reports.
We need to filter on derived fields created in a data set. If we have the ability to identify data based on derived fields (true/false, calculation), why would we not be able to limit the data based on that field? It's very limitng.