---
title: "Apply conditional filters"
slug: "set-up-tips-on-using-conditional-filters"
updated: 2026-01-07T10:14:51Z
published: 2026-01-07T10:14:51Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gong.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Apply conditional filters

> **Who can use this**: Business admin
> 
> **Available on**: Gong Foundation
> 
> **Ideal for**: RevOps

Conditional filters are rules applied to data that specify certain conditions for displaying or processing information. They help customize the data to meet specific criteria.

Gong provides conditional filters (**And**, **Or** and **Not**) when creating your deal and forecast boards. These allow for the flexibility of using CRM fields to target specific deals for inclusion or exclusion, resulting in more precise pipeline and forecast scenarios.

This article will guide you through the best way to use conditional filters and give some typical examples of deal board filters you might want to create. We recommend reading all the examples so that you’re familiar with how **And**, **Or** and **Not** filters work specifically within Gong.

### Principles for conditional filters in Gong

When using conditional filters in Gong, it's important to understand these basic facts:

Their core meaning:

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Conditional filters rules(1).png)

- When combining filters, they are grouped and handled in a specific order: **Not** functions are applied first, followed by **And**. Finally **Or** functions take place.
- Whether you add a filter from a group or subgroup level will affect how the groups are nested.
- You can add an unlimited amount of filters, however you can only add up to 3 nested levels.

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/three nested levels.png)

Remember these points specifically about using **Not** filters:

- Using a **Not** group means that the deals you’ll see in your deal or forecast board are the opposite to the fields included in that group.
- You can’t add a **Not** subgroup to a **Not** group (this is considered a double negative).
- Add **And** subgroups to show deals that don’t match ALL fields. If a deal matches one of those fields only, it will still appear.
- Add an **Or** subgroup to show deals that don’t match ANY fields.

> [!NOTE]
> **Note**:
> 
> Using zero filters. Even if you don’t add any filters, you'll automatically be offered an **Or** condition. For example:
> 
> ![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Zero filters.png)
> 
> The tab criteria includes all deals that have **Score** type=High, **Score** type=Fair or **Score** type=Low. This means that deals of all 3 types are included.

## Examples

These examples aim to guide you in using conditional filters in Gong, and you can apply the principles to various use-cases. The names of fields and names should be adjusted to the ones you use in your CRM and organization.

****Example 1: All open new business deals****

**Set-up needed**: Deals that match all values.

**CRM fields and values**: Opportunity Type=New business and Status=Open.

**Here’s how to set it up**:

1. Name the tab – Open new business.
2. Set the CRM field to Opportunity type, and then choose the value New business.
3. Click ![Clear filter.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Clear%20filter.png), then **And**.
4. A new CRM field line is added below your first CRM field row, and everything is added to an **And** group.
5. Set the second CRM field to Deal status, and then choose the value Open deals.

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Example 1(2).png)

**Deals shown**: All deals that match (Opportunity type=New business) AND (Deal status=Open).

****Example 2: All deals that are either new business or upsell****

**Setup needed**: Deals that match any values.

**CRM fields and values**: Opportunity type=New business, Opportunity type=Upsell.

**Here’s how to set it up**:

1. Name the tab – New business & upsell.
2. Set the CRM field to Opportunity type, and then choose the value New business.
3. Click ![Clear filter.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Clear%20filter.png), then **Or**.
4. A new CRM field line is added below your first CRM field row, and everything is added to an **Or** group.
5. Set the second CRM field to Opportunity type, and then choose the value Upsell.

![](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Example 2(1).png)

**Deals shown**: All deals that match (Opportunity type=New business) OR (Opportunity type=Upsell).

> [!NOTE]
> **Note**:
> 
> As mentioned above, the same results can be achieved without using conditional filters by adding more deal type values in the values field.

****Example 3: All deals that are either new business or closed won****

**Setup needed**: Deals that match any values.

**CRM fields and values**: Opportunity type=New business, Deal status=Closed won.

**Here’s how to set it up**:

1. Name the tab – New business or Closed won.
2. Set the CRM field to Opportunity type, and then choose the value New business.
3. Click ![Clear filter.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Clear%20filter.png), then **Or**.
4. A new CRM field line is added below your first CRM field row, and everything is added to an **Or** group.
5. Set the second CRM field to Deal status and then choose the value Closed won.

![CRM interface showing options for opportunity type and deal status selection.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Example 3(1).png)

**Deals shown**: All deals that match (Opportunity type=New business) OR (Opportunity type=Upsell).

****Example 4: All deals that aren’t new business****

**Set-up needed**: Deals that match no values.

**CRM fields and values**: Opportunity type=New business.

**Here’s how to set it up**:

1. Name the tab – Everything apart from new business.
2. Set the CRM field to Opportunity type, and then choose the value New business.
3. Click ![Clear filter.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Clear%20filter.png), then **Not**.

![CRM interface showing tab name and opportunity type selection for new business.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Example 4(1).png)

**Deals shown**: All deals that DO NOT match (Opportunity type=New business).

****Example 5: All deals that are either open new business or renewals in working agreement****

**Set-up needed**: Deals that either match one set of values or match a second set of values.

**CRM fields and values**:

- Set 1: Opportunity type=New business and Deal status=Open deals.
- Set 2: Opportunity type=Renewal and Stage=Working agreement.

**Here’s how to set it up**:

1. Name the tab – Open new business and working agreement renewals.
2. Set the CRM field to Opportunity type, and then choose the value New business.
3. Click ![Clear filter.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Clear%20filter.png), then **And**.
4. Set the second CRM field to Deal status, and then choose the value Open deals.
5. In the **And** group (outside of the CRM field boxes), click ![Clear filter.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Clear%20filter.png) then **Or**.

![CRM interface showing options for opportunity type and deal status selection.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Example 5(2).png)

The **And** group containing Opportunity type=New business and Deal status= Open deals is moved into an **Or** group.
6. Next to the **Or**, set the CRM field to Opportunity type, and then choose the value Renewal.
7. Next to Renewal, ![Clear filter.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Clear%20filter.png), then **And**.
8. A second **And** group is created after the **Or**.
9. Set the second CRM field to Stage, and then choose the value Working agreement.

![CRM interface showing filters for opportunity types and deal statuses in a business context.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Example 5 - 2(2).png)

**Deals shown**: All deals that match (Opportunity type=New business AND Deal status=Open) OR (Opportunity type=Renewal AND Stage=Working agreement).

****Example 6: All deals over $50k that are either new business or open****

**Set-up needed**: Deals that match either value in one set of values and match a second set of values.

**CRM fields and values**:

- Set 1: Opportunity type=New business OR Deal status=Open.
- Set 2: Amount=Over $50k.

**Here’s how to set it up**:

1. Name the tab – New business/Open over $50k.
2. Set the CRM field to Opportunity type, and then choose the value New business.
3. Click ![Clear filter.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Clear%20filter.png), then **Or**.
4. Set the second CRM field to Deal status, and then choose the value Open deals.
5. In the **Or** group (outside of the CRM field boxes), click ![Clear filter.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Clear%20filter.png), then **And**.

![CRM interface showing fields for opportunity type and deal status selection.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Example 6(2).png)

The **Or** group containing Opportunity type=New business or Deal status=open is moved into an **And** group.
6. A CRM field is created after the **And**.
7. Set the CRM field to Amount, and then set the minimum value to 50000.

![CRM interface showing filters for new business opportunities and deal status.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Example 6 - 2(1).png)

**Deals shown**: All deals that match (Opportunity type=New business OR Deal status=Open) AND (Amount=Over $50K).

****Example 7: All open deals that aren't new business****

**Setup needed**: Deals that do not match one value and do match a second value.

**CRM fields and values**: Opportunity type=New business and Deal status=Open.

**Here’s how to set it up**:

1. Name the tab – Open not new business.
2. Set the CRM field to Opportunity type, and then choose the value New business.
3. Click ![Clear filter.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Clear%20filter.png), then **And**.
4. The CRM field Opportunity type=New business is added to an **And** group, and a new CRM field is added.
5. Next to the CRM field Opportunity type=New business, click ![Clear filter.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Clear%20filter.png), then **Not**.

![CRM interface showing opportunity type selection and category options for new business.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Example 7(1).png)

The CRM field Opportunity type=New business is added to a **Not** group within the **And** group.
6. Set the second CRM field to Deal status, and then choose the value Open deals.

![CRM interface showing opportunity type and deal status filters for business management.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Example 7 - 2(1).png)

**Deals shown**: All deals that DO NOT match (Opportunity type=New business) AND (Deal status=Open).

****Example 8: All deals that aren't closed-lost renewals****

**Setup needed**: Deals that do not match one value and do match a second value.

**CRM fields and values**: Opportunity type=New business and Deal status=Open

**Here’s how to set it up**:

1. Name the tab – Not closed-lost renewals.
2. Set the CRM field to Opportunity type, and then choose the value Renewal.
3. Click ![Clear filter.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Clear%20filter.png), then **And**.
4. The CRM field Opportunity type=New business is added to an **And** group, and a new CRM field is added.
5. At the outside of the **And** group, click ![Clear filter.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Clear%20filter.png), then **Not**.

![CRM interface showing filters for opportunity type and category selection options.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Example 8(1).png)

The **And** group is moved into a **Not** group.
6. Set the second CRM field to Deal status, and then choose the value Closed lost.

![CRM interface showing filters for opportunity type and deal status settings.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Example 8 - 2(1).png)

**Deals shown**: All deals that DO NOT match (Opportunity type=Renewal) AND (Deal status=Closed lost).

****Example 9: All deals that are not closed-lost or not under $50k****

**Setup needed**: Deals that do not match one value or a second set of values.

**CRM fields and values**: Deal status=Closed-lost and Amount=Under $50K.

**Here’s how to set it up**:

1. Name the tab – Not closed-lost or not under $50k.
2. Set the CRM field to Deal status, and then choose the value Closed-lost.
3. Click ![Clear filter.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Clear%20filter.png), then Or.
4. The CRM field opportunity status=closed-lost is added to an **Or** group, and a new CRM field is added.
5. At the outside of the **Or** group, click ![Clear filter.png](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Clear%20filter.png), then **Not**.

![CRM interface showing deal status options and logical grouping for filtering deals.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Example 9(1).png)

The **Or** group is moved inside a **Not** group
6. Set the second CRM field to Amount and then set the value to minimum 50000.

![CRM interface showing deal status and amount filters for closed lost deals.](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/Example 9 - 2(1).png)

**Deals shown**: All deals that DO NOT match (Deal status=Closed lost OR Amount=Under $50,000).

A team member who manages the business entities in Gong, such as deal and forecast boards. [Find my Business admin](/v1/docs/find-your-technical-or-business-admin).

Gong’s core platform for gaining advanced visibility into your revenue operations. Also the prerequisite license needed for Gong’s add-on packages. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats).

A team member who manages and optimizes revenue-related workflows by managing business entities such as metrics, targets, and dashboards.