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How To Sort/Filter Opportunities

The Opportunities section offers an extensive range of sorting and filtering options designed to provide greater control and deeper insights into your pipeline stage performance. These advanced capabilities empower you to understand and manage your sales process more effectively. You can filter by various criteria, including date, pipeline, user, campaign, and opportunity status, among others. This allows for a more targeted and efficient analysis of your sales pipeline’s progress and effectiveness.

Sort By

You have the option to organize your opportunities based on various criteria. You can sort by:

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

Filters

To limit the opportunity cards shown to those who meet your desired criteria, click “Advanced Filter” (1) to open the options (2).

Owner

Opportunities can be designated to individual users so they are responsible for the opportunity’s progress. Use this filter to get results for opportunities assigned to specific team members.

Followers 

Filtering opportunities by followers sifts results based on the team members involved in their management, promoting better communication and teamwork within the sales process.

Status

Opportunities within the sales pipeline can be assigned various statuses, such as “Open,” “Won,” “Lost,” or “Abandoned,” depending on their current stage in the sales process. With the filtering feature, you can limit the view to opportunities in a specific status.

Stage

Opportunities within the sales pipeline can be assigned to various stages. The filtering feature lets you limit the shown opportunities to those in a specific stage.

Opportunity Source

This filter helps you limit results to opportunities that entered the system through a specific channel, like a sales funnel or a service form.

Last Stage Change Date

This filter and its operators let you define the relevant date for an opportunity’s stage last change before it’s included in your view.

Last Status Change Date

The Last Status Change Date filter allows you to use operators to efficiently sort opportunities based on the date 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 based on the date range they were created, keeping on top of opportunities within important timeframes

Updated On

Filter opportunities by the date range they were last updated, allowing you to concentrate on opportunities that fall within crucial timeframes.

Opportunity Won On

Focus on opportunities that you converted into customers within the selected timeframe, facilitating easier management and evaluation of your sales pipeline progress.

Opportunity Lost On

Narrow your focus to opportunities that were lost within the selected timeframe, making it easier to manage and evaluate your sales pipeline progress.

Opportunity Custom Fields

By creating and applying custom fields, you can categorize and filter opportunities based on criteria that are most important to your business, enhancing your ability to track and manage them effectively.

Associations

Opportunities can be connected to other objects in the system, such as a contact or custom object, so this filter allows you to specify the connections you wish to see.

Filter Operators

Filters can be combined using “Add nested filter” (1) for conditions that must be met simultaneously, or “Add Filter” (2) to set the requirement that only one of the conditions must be met to qualify.

Practical Use Cases and Examples

Frequently Asked Questions

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

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