SourCherry’s filtering tools help you find the right opportunities fast across busy pipelines. This guide explains filter types, operators, and common date presets so you can segment deals precisely.

TABLE OF CONTENTS

What is Filtering Opportunities?
Key Benefits of Filtering Opportunities
Filter Logic (AND/OR)
Standard Filters Overview
Date-Based Filters
Custom Fields & Tags
How To Filter Opportunities
Frequently Asked Questions
Related Articles

What is Filtering Opportunities?

Filtering narrows the list or board of opportunities to only those that match chosen conditions. By combining fields (like Owner, Status, or Date) with operators (such as is, is not, or greater than), teams can focus on the most relevant deals, speed up reviews, and reduce noise during pipeline management.

Key Benefits of Filtering Opportunities

Faster reviews: Quickly isolate deals by owner, stage movement, or recent activity.
Better prioritization: Focus on Open or recently updated opportunities to plan outreach.
Higher accuracy: Use operators (equals, not equals, empty, not empty) to avoid missed edge cases.
Deeper insights: Slice by value, source, and custom fields to analyze pipeline quality.
Cleaner workflows: Save time switching views by dialing in exactly what you need to see.

Filter Logic (AND/OR)

Logical operators determine how multiple conditions work together. Two types of filter conditional logic are possible: AND & OR.

Choose the logic that mirrors your question (narrow vs. broad).

AND - Every condition must be met for each opportunity
OR - At least one condition must be met for each opportunity

These filter conditions can be changed using the toggle on the top right of the filter right sidebar

Combine Owner = Person A AND Status = Open to focus a rep’s active deals.
Combine Status = Won OR Status = Lost to review closed outcomes only.

Note: Click Add nested filter to add an AND condition.
Click Add Filter to add an OR condition.

Standard Filters Overview

Standard filters cover the most common CRM fields and actions. Use them to sort by responsibility, progress, value, and activity recency.

Owner: Select one or more owners, or use me to dynamically match the logged-in viewer.
Followers: Select one or more followers, or use me to dynamically match the logged-in viewer.
Status: Open, Won, Lost, Abandoned.
Opportunity Source: is, is not, is empty, is not empty (enter value as needed).
Campaign Type: Search and select a campaign type if used.
Opportunity Value: equal to, not equal to, less than, greater than, is empty, is not empty (enter numeric value).

Date-Based Filters

Date filters help you track recent changes and outcomes. Presets speed selection and keep reports consistent.

Last Stage Change Date: Is, Is Not, Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, Custom, In the Next, In the Last, Less Than, More Than.
Last Status Change Date: Same presets as above.
Created On / Updated On: Same presets as above.
Opportunity Won On / Opportunity Lost On: Same presets as above.
Some date operators support relative time values. For example, you can set a condition like “In the next 10 days” or “In the last 2 weeks” or use a fixed date when needed.

Custom Fields & Tags

Organization‑specific fields power advanced segmentation. Any Opportunity Custom Field you add becomes available in filters with operators that match its data type.

Note: Checkout this article to learn more about Custom Fields in Opportunities.

Examples: Client Type (is / is not buyer, seller, etc.), Efficiency Rating (=, ≠, <, >, empty / not empty), Favorite Pet (text/list), Tags (difficulty/type), Time Tracked.

Tip: Ensure field types are correct (number vs text) so the right operators appear.

How To Filter Opportunities

Note: By default, a pipeline has the opportunities filtered to show only the "Open" opportunities. If you are unable to find an opportunity, do ensure the correct filters and search is applied on the list.

Log in to your sub-account.
Go to Opportunities from the left sidebar.
Select the Pipeline you want to review.
Click Advanced Filter (funnel icon) beneath the Status area.

Choose your filters as needed:

Filter	Options / Fields
Owner & Followers	Owner, Followers (supports dynamic value: me)
Status	Open, Won, Lost, Abandoned
Opportunity Source	is, is not, is empty, is not empty
Campaign Type	Campaign Type
Date filters	Last Stage Change Date, Last Status Change Date, Created On, Updated On, Opportunity Won On, Opportunity Lost On (Presets: Yesterday, Today, This Week, Last Week, Last 7 Days, Last 30 Days, This Month, Last Month, This Year, Last Year, Custom)
Opportunity Value	equal to, less than, greater than, not equal to, is empty, is not empty
Custom fields	Client Type, Efficiency Rating, Favorite Pet, Tags
Time Tracked	Time Tracked

Apply the filters to see results.

Frequently Asked Questions

Q: Can I combine multiple filters?
Yes. Add multiple conditions and choose AND or OR logic to narrow or broaden results.

Q: What’s the difference between Last Stage Change and Last Status Change?
Stage tracks movement between pipeline stages; Status tracks lifecycle outcome (Open, Won, Lost, Abandoned).

Q: Which operators are available for value or numeric fields?
A: Equal to, not equal to, less than, greater than, is empty, is not empty.

Q: Can I filter by deals I recently won or lost?
Yes. Use Opportunity Won On or Opportunity Lost On and pick a date preset or custom range.

How to Filter Opportunities