The Opportunities section has a wide range of sorting and filtering options to give you more control and better visibility into your pipeline performance. You can filter by date, pipeline, user, campaign, opportunity status, and more, making it straightforward to analyse your sales pipeline's progress and effectiveness.

Sort By

You can organise your opportunities by a number of criteria:

  • Opportunity Name: Sort your opportunities alphabetically by their names.
  • Status: Sort your opportunities by their current status.
  • Opportunity Value: Sort opportunities by their monetary value to prioritise high-value prospects.
  • Opportunity Source: Organise your opportunities based on their acquisition source for better tracking and analysis.
  • Created On: Organise all opportunities based on the date they were initially added to the CRM.
  • Updated On: Arrange your opportunities according to the most recent update date of the opportunity record.
  • Last Stage Change Date: Sort your opportunities by the date of the most recent pipeline stage change.
  • Last Status Change Date: Order your opportunities by the date when the opportunity status was last modified.
  • Days Since Last Stage Change: Easily track how long an opportunity has remained in its current stage, ensuring timely action.
  • Days Since Last Status Change: Monitor the age of an opportunity's status to ensure timely follow-ups and proactive engagement.
  • Days Since Last Updated: Keep track of the last update made to an opportunity, helping you maintain up-to-date information and prioritise outreach.
  • Custom Fields: You can sort opportunities with any custom field you've created or associated to Opportunities.

After selecting your preferred sorting method, click the arrow to toggle between descending and ascending order.

Filters

To show only the opportunity cards that match your criteria, click "Advanced Filter" (1) to open the options (2).

Owner

Opportunities can be assigned to individual users, making them responsible for the opportunity's progress. Use this filter to view opportunities assigned to specific team members.

Followers

Filtering by followers narrows results based on which team members are involved in managing an opportunity, making it easier to stay across what your team is working on.

Status

Opportunities can be given various statuses, such as "Open," "Won," "Lost," or "Abandoned." Use this filter to limit the view to opportunities in a specific status.

Stage

Opportunities can be assigned to various pipeline stages. Use this filter to show only those in a specific stage.

Opportunity Source

This filter lets you limit results to opportunities that came in through a specific channel, like a sales funnel or a service form.

Last Stage Change Date

This filter and its operators let you set a date for when an opportunity's stage last changed, so only relevant records appear in your view.

Last Status Change Date

The Last Status Change Date filter lets you narrow opportunities based on when their status was last updated.

Opportunity Value

Filter opportunities based on lead value by selecting criteria such as "is," "lesser than," "greater than," "not equal to," "is empty," or "is not empty." For the first four options, enter the numerical value in the Value field.

Created On

Filter opportunities by the date they were created, so you can focus on those within a particular timeframe.

Updated On

Filter opportunities by when they were last updated, so you can focus on those within a particular timeframe.

Opportunity Won On

Focus on opportunities you converted within a selected timeframe, making it easier to manage and review your pipeline progress.

Opportunity Lost On

Narrow your view to opportunities lost within a selected timeframe, making it easier to manage and evaluate your pipeline progress.

Opportunity Custom Fields

Custom fields let you categorise and filter opportunities based on what matters most to your business, giving you more control over how you track and manage them.

Associations

Opportunities can be linked to other records in the CRM, such as a contact or custom object. Use this filter to specify which connections you want to see.

Filter Operators

Filters can be combined using "Add nested filter" (1) for conditions that must all be met, or "Add Filter" (2) where only one of the conditions needs to be met.

Practical Use Cases and Examples

  • Filtering by Owner: Filter by owner to view opportunities assigned to a specific team member, which is useful for assessing individual performance and workload.
  • Status and Last Stage Change: Combining status and last stage change filters helps your team identify which deals need immediate attention or follow-up.
  • Lead Value Filtering: Use the opportunity value filter to prioritise high-value deals and focus on the most lucrative prospects.

Frequently Asked Questions

Q: What if my filters are not showing the expected results?

  • Double-check the filter criteria and operators. Make sure the conditions aren't contradictory or too restrictive.