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    Apply conditional filters
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    Contents

    Apply conditional filters

    • 6 minute read
    • Contributors
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    Article summary

    lyWe provide AND, OR, and NOT conditional filters in the Pipeline and Forecast board settings to help you slice & dice the deals that match your deal board tabs and forecast categories. We know these can be confusing, so this article aims to help you if you need a little guidance!

    Definitions

    When thinking of each conditional filter, it's easiest to remember their meaning:

    Good to know

    Read this section to understand some of the rules around conditional filters.

    What matters?

    1. The order you create the filters in

    2. Where you add the filter from (group level or subgroup level)

    3. How you nest groups

    Things to know about NOT filters

    • Everything included in a NOT group means that deals shown are essentially the opposite to what's in the group

    • You cannot add a NOT subgroup to a NOT group. (No double negatives!)

    • Add an AND subgroup to show deals that do not match both criteria

    • Add an OR subgroup to show deals that do not match either criteria

    • You can add an unlimited amount of filters; you can only add up to 3 nested levels

    Using zero filters

    Even when you don't add any filters, if you add more than one CRM field value, we use an OR condition.

    For example:

    The tab/category includes all deals that have opportunity type=new business, opportunity type=renewal, or opportunity type=Upsell.

    I.e. deals of all 3 types are included.

     Example: I want all open new business deals

    Setup needed: Deals that match all values

    CRM fields and values: opportunity type=new business and status=open.

    Set up:

    1. Set the tab name to Open new business.

    2. Set the CRM field to the one you use for "deal type", and then choose the value you use for "new business".

    3. Click filter > AND.

      An AND + new CRM field line is added below your first CRM field row, and everything is added to an AND group.

        Sales_deals_pipeline_conditional_filters23

    4. Set the second CRM field to the one you use for "status", and then choose the value you use for "open".

      All deals that match [opportunity type=new business AND status=open] are shown.

      Example 2: I want all deals that are either new business or upsell

    Setup needed: Deals that match any values

    CRM fields and values: opportunity type=new business and opportunity type=upsell.

    Set up:

    1. Set the tab name to New business & upsell.

    2. Set the CRM field to the one you use for "deal type", and then choose the value you use for "new business".

    3. Click filter > OR.

      An OR + new CRM field line is added below your first CRM field row, and everything is added to an OR group.

    4. Set the second CRM field to the one you use for "deal type", and then choose the value you use for "upsell".

      All deals that match [opportunity type=new business] OR [opportunity type=upsell] are shown.

    Note:

    As mentioned above, the same results can be achieved without using conditional filters - simply add more deal type values in the values field.

    Example 3: I want all deals that aren't new business

    Setup needed: Deals that match no values

    CRM fields and values: opportunity type=new business

    Set up:

    1. Set the tab name to Everything apart from new business.

    2. Set the CRM field to the one you use for "deal type", and then choose the value you use for "new business".

    3. Click filter > NOT.

      Your filter is added to a NOT group.

      All deals that DO NOT match [opportunity type=new business] are shown.

    Example 4: I want all deals that are either open new business or renewals in working agreement

    Setup 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 status=open

    • Set 2: opportunity type=renewal and stage=working agreement, and stage=working agreement

    Set up:

    1. Set the tab name to Open new business and working agreement renewals.

    2. Set the CRM field to the one you use for "deal type", and then choose the value you use for "new business".

    3. Click filter > AND.

    4. Set the second CRM field to the one you use for "status", and then choose the value you use for "open".

    5. In the AND group (outside of the CRM field boxes), click filter > OR.

      The AND group containing opportunity type=new business and status= open is moved into an OR group.

    6. Next to the OR, Set the CRM field to the one you use for "deal type", and then choose the value you use for "renewal".

      Sales_deals_pipeline_conditional_filters2

    7. Next to Renewal, click filter > AND.

      A second AND group is created after the OR.

    8. Set the second CRM field to the one you use for "stage", and then choose the value you use for "working agreement".

    Example 5: I want to see deals over $50k that are either new business or open

    Setup 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 status=open

    • Set 2: Amount=Over $50k

    Set up:

    1. Set the tab name to New business/Open over $50k

    2. Set the CRM field to the one you use for "deal type", and then choose the value you use for "new business".

    3. Click filter > OR.

    4. Set the CRM field to the one you use for "status", and then choose the value you use for "open".

    5. In the OR group (outside of the CRM field boxes), click filter > AND.

      The OR group containing opportunity type=new business or status=open is moved into an AND group.

      A CRM field is created after the AND.

    6. Set the CRM field to the one you use for "amount", and then set the minimum value to 50000.

    Example 6: I want to see 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 status=open.

    Set up:

    1. Set the tab name to Open not new business.

    2. Set the CRM field to the one you use for "deal type", and then choose the value you use for "new business".

    3. Next to the CRM field opportunity type=new business, click filter > AND.

      The CRM field opportunity type=new business is added to an AND group, and a new CRM field is added.

    4. Next to the CRM field opportunity type=new business, click filter > NOT.

      The CRM field opportunity type=new business is added to a NOT group within the AND group.

    5. Set the second CRM field to the one you use for "status", and then choose the value you use for "Open".

    Example 6: I want to see all deals that aren't closed-lost renewals

    Setup needed: Deals that do not match two sets of values.

    CRM fields and values: opportunity type=renewal and status=closed-lost.

    Set up:

    1. Set the tab name to Not closed-lost renewals.

    2. Set the CRM field to the one you use for "deal type", and then choose the value you use for "renewals".

    3. Next to the CRM field opportunity type=renewals, click filter > AND.

      The CRM field opportunity type=renewals is added to an AND group, and a new CRM field is added.

    4. At the outside of the AND group, click filter > NOT.

      The AND group is moved into a NOT group.

    5. Set the second CRM field to the one you use for "status", and then choose the value you use for "closed-lost".

    Example 7: I want to see all deals that are not closed-lost or not under $50k

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

    CRM fields and values: status=closed-lost and amount=under $50k

    Set up:

    1. Set the tab name to Not closed-lost or not under $50k.

    2. Set the CRM field to the one you use for "status", and then choose the value you use for "closed-lost".

    3. Next to the CRM field status=closed-lost, click filter > OR.

      The CRM field opportunity status=closed-lost is added to an OR group, and a new CRM field is added.

    4. At the outside of the OR group, click filter > NOT.

      The OR group is moved into a NOT group

    5. Set the second CRM field to the one you use for "amount", and then set the value to minimum 50000.

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