How to filter by a custom pipeline field
If you’d like to view a more specific list within your Pipeline Report, you can use custom field filters to narrow down the list based on specific criteria. For example, if you want to pull up leads based on value, product, source, or client type you can filter based on those custom field entries. Similarly, if you want to find clients based on a policy type, contract date, expiration date, or other details, you can use filters to pull up that information.
Note: pipelines are customizable, and the terminology and options you see will vary based on your account setup.
If you mouse over “Reports” in the left sidebar, you can select “Sales Leads” or another pipeline name to pull up that Pipeline report. In the second sidebar from the left side, you should see a section “Filters & Sorting.” The last option within that section is “Add a filter” and you can click on that.
In the dialog that appears, you’ll have an option “What would you like to filter by?” with a dropdown list. The upper section of that dropdown will show your custom pipeline fields. Again, the exact options will vary based on your unique customization.
Within that dropdown, you can select the appropriate field name based on what you’d like to filter by. Once you’ve selected the field name, you can select an appropriate entry based on what you’d like to see. The options available will also depend on the field type for this particular custom field.
For example, you could select “Product” to filter based on the product of interest. In this case that field is a checkbox list, so you can choose “is,” “is any of,” “is not” or others before selecting the product. When this filter is applied, it’ll pull up entries based on your selections, which in this example will be everyone with “Product A” selected.
Another common filter is one for the value or amount of a sale. Value or amount fields are typically number fields, so you’ll have options for “equals,” “greater than,” “less than,” and other options when you filter. Again, once you’ve selected the desired option you can enter a number, and when the filter is applied it’ll pull up only those with a value in the specified range.
Similarly, you can filter based on the date for fields like contract expirations, travel dates, policy enrollment dates, or even desired closing or sale dates. When you select the date field, you’ll have options for “is on,” “is between,” “is on or before,” and others. Once you’ve made that selection, you can use the date picker to select the appropriate date(s). When the filter is applied, you’ll see only those with a date in the specified range.
You can also layer filters on top of each other to create more specific reports. Simply add a filter for the first field, and then use the same “Add a filter” option for your second field. That’ll provide an “and” filter, so you can see, for example, everyone with a particular product selected and a value above a certain amount.