Apply conditional filters

Business admin, RevOps
Gong Foundation*

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:

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.

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:
Using zero filters. Even if you don’t add any filters, you'll automatically be offered an Or condition. For example:
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.

*The features available to you depend on your company’s plan and your assigned seats.

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:

Name the tab – Open new business.
Set the CRM field to Opportunity type, and then choose the value New business.
Click , then And.
A new CRM field line is added below your first CRM field row, and everything is added to an And group.
Set the second CRM field to Deal status, and then choose the value Open deals.

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:

Name the tab – New business & upsell.
Set the CRM field to Opportunity type, and then choose the value New business.
Click , then Or.
A new CRM field line is added below your first CRM field row, and everything is added to an Or group.
Set the second CRM field to Opportunity type, and then choose the value Upsell.

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

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:

Name the tab – New business or Closed won.
Set the CRM field to Opportunity type, and then choose the value New business.
Click , then Or.
A new CRM field line is added below your first CRM field row, and everything is added to an Or group.
Set the second CRM field to Deal status and then choose the value Closed won.

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:

Name the tab – Everything apart from new business.
Set the CRM field to Opportunity type, and then choose the value New business.
Click , then Not.

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:

Name the tab – Open new business and working agreement renewals.
Set the CRM field to Opportunity type, and then choose the value New business.
Click , then And.
Set the second CRM field to Deal status, and then choose the value Open deals.
In the And group (outside of the CRM field boxes), click then Or.
The And group containing Opportunity type=New business and Deal status= Open deals is moved into an Or group.
Next to the Or, set the CRM field to Opportunity type, and then choose the value Renewal.
Next to Renewal, , then And.
A second And group is created after the Or.
Set the second CRM field to Stage, and then choose the value Working agreement.

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:

Name the tab – New business/Open over $50k.
Set the CRM field to Opportunity type, and then choose the value New business.
Click , then Or.
Set the second CRM field to Deal status, and then choose the value Open deals.
In the Or group (outside of the CRM field boxes), click , then And.
The Or group containing Opportunity type=New business or Deal status=open is moved into an And group.
A CRM field is created after the And.
Set the CRM field to Amount, and then set the minimum value to 50000.

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:

Name the tab – Open not new business.
Set the CRM field to Opportunity type, and then choose the value New business.
Click , then And.
The CRM field Opportunity type=New business is added to an And group, and a new CRM field is added.
Next to the CRM field Opportunity type=New business, click , then Not.
The CRM field Opportunity type=New business is added to a Not group within the And group.
Set the second CRM field to Deal status, and then choose the value Open deals.

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:

Name the tab – Not closed-lost renewals.
Set the CRM field to Opportunity type, and then choose the value Renewal.
Click , then And.
The CRM field Opportunity type=New business is added to an And group, and a new CRM field is added.
At the outside of the And group, click , then Not.
The And group is moved into a Not group.
Set the second CRM field to Deal status, and then choose the value Closed lost.

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:

Name the tab – Not closed-lost or not under $50k.
Set the CRM field to Deal status, and then choose the value Closed-lost.
Click , then Or.
The CRM field opportunity status=closed-lost is added to an Or group, and a new CRM field is added.
At the outside of the Or group, click , then Not.
The Or group is moved inside a Not group
Set the second CRM field to Amount and then set the value to minimum 50000.

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