How to Filter Opportunities

What is Filtering Opportunities?

Filtering narrows the list or board of opportunities to only those that match chosen conditions. By combining fields (like Owner, Status, or Date) with operators (such as is, is not, or greater than), teams can focus on the most relevant deals, speed up reviews, and reduce noise during pipeline management.

Key Benefits of Filtering Opportunities

• Faster reviews: Quickly isolate deals by owner, stage movement, or recent activity.
• Better prioritization: Focus on Open or recently updated opportunities to plan outreach.
• Higher accuracy: Use operators (equals, not equals, empty, not empty) to avoid missed edge cases.
• Deeper insights: Slice by value, source, and custom fields to analyze pipeline quality.
• Cleaner workflows: Save time switching views by dialing in exactly what you need to see.

Filter Logic (AND/OR)

Logical operators determine how multiple conditions work together. Two types of filter conditional logic are possible: AND & OR.  

Choose the logic that mirrors your question (narrow vs. broad).

• AND - Every condition must be met for each opportunity
• OR - At least one condition must be met for each opportunity

These filter conditions can be changed using the toggle on the top right of the filter right sidebar

• Combine Owner = Person A AND Status = Open to focus a rep’s active deals.
• Combine Status = Won OR Status = Lost to review closed outcomes only.

Standard Filters Overview

Standard filters cover the most common CRM fields and actions. Use them to sort by responsibility, progress, value, and activity recency.

• Owner: Select one or more owners.
• Followers: Filter by users following an opportunity.
• Status: Open, Won, Lost, Abandoned.
• Opportunity Source: is, is not, is empty, is not empty (enter value as needed).
• Campaign Type: Search and select a campaign type if used.
• Opportunity Value: equal to, not equal to, less than, greater than, is empty, is not empty (enter numeric value).

Date-Based Filters

Date filters help you track recent changes and outcomes. Presets speed selection and keep reports consistent.

• Last Stage Change Date: Is, Is Not, Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, Custom, In the Next, In the Last, Less Than, More Than.
• Last Status Change Date: Same presets as above.
• Created On / Updated On: Same presets as above.
• Opportunity Won On / Opportunity Lost On: Same presets as above.
• Some date operators support relative time values. For example, you can set a condition like “In the next 10 days” or “In the last 2 weeks” or use a fixed date when needed.

Custom Fields & Tags

Organization‑specific fields power advanced segmentation. Any Opportunity Custom Field you add becomes available in filters with operators that match its data type.

Examples: Client Type (is / is not buyer, seller, etc.), Efficiency Rating (=, ≠, <, >, empty / not empty), Favorite Pet (text/list), Tags (difficulty/type), Time Tracked.

• Tip: Ensure field types are correct (number vs text) so the right operators appear.

How To Filter Opportunities

1. Log in to your account.
2. Go to Opportunities from the left sidebar.
3. Select the Pipeline you want to review.

4. Click Advanced Filter (funnel icon) beneath the Status area.

   

5. Choose your filters as needed:

6. Apply the filters to see results.