Using filter logic in metrics

RevOps, Business admin

Gong Forecast*

Filtering your base objects (deals or accounts) is rarely as straightforward as saying “Pull all the deals" More often, it requires a more detailed and investigative approach, involving combinations of criteria. For example, "Pull all the deals AND ensure their status is closed-won" or "Pull open deals OR closed-lost deals”. This is where the use of conjunctions becomes handy.

Using conjunctions

Effectively filtering your objects to generate meaningful data points often requires multiple conditions, connected with logical conjunctions - And for when you need all conditions to be met, and Or for when you want to meet any condition.

In the following example, two conditions are connected using the And conjunction. The whole phrase reads as: "Pull deals that were not closed-lost/closed-won AND their type is New Business/Upsell”.

Using condition groups

To build more complex filters, combine single conditions nested within condition groups.

For example, a rule that says “Pull deals that are not closed AND their amount is greater than 30K OR deals that are closed AND their amount is less than 15K”:

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