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:

• Created On: Organize all opportunities based on the date they were initially added to your 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.
• Opportunity Name: Sort your opportunities alphabetically by their names.
• Stage: Organize your opportunities according to their respective pipeline stages.
• Status: Sort your opportunities by their current status

• Opportunity Source: Organize your opportunities based on their acquisition source for better tracking and analysis.
• Opportunity Value: Sort opportunities by their monetary value to prioritize high-value prospects.
• Days Since Last Stage Change: Easily track the duration 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 prioritize outreach.

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

Filters #

Owner #

Opportunities can be designated to individual users, making it an invaluable feature for sales teams. By allocating specific opportunities to team members, responsibilities are clearly defined, and collaboration is enhanced. To efficiently manage and track the progress of these assignments, you can apply filters based on opportunity owners, allowing for a streamlined overview of tasks and their corresponding team members.

Followers  #

Filtering opportunities by followers allows for a more personalized and collaborative approach to managing the sales pipeline. This ensures that key stakeholders are always in the loop, 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. Utilizing the filtering feature, you can easily sort and view opportunities based on a specific status, allowing for more efficient management and evaluation of your sales pipeline’s progress.

Campaign Type #

Refine your opportunities by filtering them according to the specific campaigns from which they originated. This enables you to gain valuable insights into the effectiveness and performance of various campaigns, allowing you to make informed decisions about resource allocation and future marketing strategies. By comparing the success rates of different campaigns, you can identify areas for improvement and optimize your sales efforts.

Last Stage Change Date #

Efficiently filter opportunities based on the date range in which a stage was changed. This feature allows you to focus your exploration on opportunities that fall within the selected timeframe, making it easier to manage and evaluate your sales pipeline progress.

Last Status Change Date #

The Last Status Change Date filter allows you to efficiently sort opportunities based on the date their status was last updated. By selecting a specific date range, you can focus on opportunities that have undergone recent status changes, helping you prioritize follow-ups and manage your sales pipeline more effectively. This feature streamlines the evaluation process and ensures timely engagement with opportunities that require attention.

Created On #

Filter opportunities based on the date range they were created. This enables you to focus on opportunities within a specific timeframe, enhancing your ability to manage and evaluate your sales pipeline progress.

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.

Updated On #

Filter opportunities based on the date range they were updated. This feature allows you to concentrate on opportunities that fall within the selected timeframe, streamlining the management and evaluation of your sales pipeline progress.

Opportunity Won On #

Browse your won opportunities by specifying a date range for your search. This allows you to focus on opportunities within the selected timeframe, facilitating easier management and evaluation of your sales pipeline progress.

Opportunity Lost On #

Efficiently browse your opportunities Lost by specifying a date range for your search. You can narrow down and focus your exploration on the opportunities that fall 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.

AND/OR Operators #

Filters can be combined using “AND” or “OR” operators to refine search results further. “AND” requires all conditions to be met, while “OR” requires any one of the conditions to be met.

Practical Use Cases and Examples #

• Filtering by Owner: If you want to view opportunities assigned to a specific salesperson, you can filter by owner. This helps in assessing individual performance and workload.
• Status and Last Stage Change: By filtering opportunities based on their status (e.g., open or won) and the last stage change, sales teams can identify which deals need immediate attention or follow-up.
• Lead Value Filtering: For prioritizing high-value deals, you can filter opportunities based on their lead value, focusing your efforts 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 used. Ensure that the conditions set are not contradictory or too narrow.

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