Filter your deals

Filtering deals allows you to quickly and easily identify and focus on specific deals that meet certain criteria. This can be useful for a variety of purposes, such as finding deals that are at a specific stage in the sales process or identifying deals that are likely to close soon.

By filtering deals, you can also identify trends and patterns in your sales data, which can help you make more informed decisions about your sales strategy and tactics.

Additionally, filtering can help keep your deals organized, making managing and tracking them easier.

Good to know

  • You can filter your deals by default or custom attributes and by activities. You can add as many filters as necessary.
  • You can filter your companies in the same manner by attributes.

Filter deals by owner

To filter deals by owner:

  1. Click Filter.
  2. Click Add filter.
  3. Select Attributes > Deal owner > Is equal to > Select one or several team member(s) in the drop-down list.
    sales_filter-owner_EN-US.png

Filtering assigned deals can be useful for several reasons:

  • Quickly identify which deals are assigned to you or your team and focus on the ones that need your attention.
  • Track the progress of specific deals and identify any potential issues or roadblocks that need to be addressed.
  • Track your team's performance. This can help you identify areas for improvement and recognize strengths.

Filter the most urgent deals

To filter the most urgent deals:

  1. Click Filter.
  2. Click Add filter.
  3. Select Attributes > Close date > Fixed Period > Select a close date range, e.g. the following week.
  4. Click Confirm.
    sales_filter-urgent-deals_EN-US.png

Filtering the most urgent deals by expected close date can be useful for several reasons:

  • Prioritize your time and resources, and identify which deals are most likely to close soon.
  • Identify any deals that are at risk of not closing on time, and take action to keep them on track.
  • Anticipate forecasting and pipeline management by understanding which deals are close to close and which are in the distant future.

Filter won or lost deals

To filter won or lost deals:

  1. Switch to the icon-list-deals.png List view.
  2. Click Filter.
  3. Click Add filter.
  4. Select Attributes > Deal stage > Is equal to > Won and/or Lost.sales_filter-won-lost-deals_EN-US.png

Filtering won or lost deals can provide valuable insights into the success of your sales strategy and tactics:

  • Filtering won deals can help you see which products or services are selling well, which customers are most likely to make a purchase, and which sales techniques are most effective.
  • Filtering lost deals can help you identify why certain deals were not successful and make adjustments accordingly. 
  • Additionally, by filtering won or lost deals, you can also track your team or individual performance.

Filter deals with overdue tasks

To filter deals with overdue tasks:

  1. Click Filter.
  2. Click Add filter.
  3. Select Activities > Has overdue task > True.
    sales_filter-overdue-task_EN-US.png

Filtering deals with overdue tasks can be useful for several reasons:

  • Identify which deals require immediate attention, and prioritize your time and resources accordingly.
  • See which deals are stuck and need action to be taken in order to progress. This can include following up with customers, providing additional information, or addressing any issues that are preventing the deal from moving forward.
  • Track your team's performance. If multiple deals assigned to one team member or sales representative have overdue tasks, it could indicate that the sales representative is not managing their time effectively or is encountering roadblocks that need to be addressed.

⏭️ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

💬 Was this article helpful?

0 out of 1 found this helpful