How Opportunity Filters Work
Opportunity filters use three components:
A field (such as Stage, Status, Owner, or Created On).
An operator (such as Is, Is Not, Greater Than, or Is Empty).
A value.
Only opportunities matching the selected conditions appear in the results.
Filter Logic (AND vs OR)
Multiple conditions can be combined using logical operators.
AND Logic
AND requires every condition within the filter group to be true.
Example:
Stage = Contacted
Last Stage Change Date = More than 10 days ago
Only opportunities meeting both conditions appear.
OR Logic
OR requires at least one filter group to be true.
Example:
Status = Won
Status = Lost
Any opportunity matching either condition appears.
Adding Additional Conditions
Click Add nested filter to add an AND condition.
Click Add Filter to create a new OR filter group.
Available Opportunity Filters
Opportunity filters are grouped into standard fields, date fields, and custom fields.
Standard Filters
Commonly used filters include:
Owner
Followers
Status
Stage
Opportunity Source
Opportunity Value
Follow-up Date
Days Until Follow Up
Date Filters
Date filters include:
Last Stage Change Date
Last Status Change Date
Created On
Updated On
Opportunity Won On
Opportunity Lost On
Opportunity Custom Fields
Any custom field created for opportunities becomes available as a filter.
Examples:
Client Type
Efficiency Rating
Favorite Pet
Task Difficulty
Task Type
Time Tracked
Date-Based Filtering
Date filters help identify opportunities based on activity history.
Available date presets may include:
Today
Yesterday
This Week
Last Week
Last 7 Days
Last 30 Days
This Month
Last Month
This Year
Last Year
Custom Date Range
Date filters also support relative conditions such as:
In the Last 10 Days
In the Next 7 Days
More Than 30 Days Ago
Less Than 5 Days Ago
Filtering Using Opportunity Custom Fields
Custom field filters allow you to segment opportunities using business-specific data.
Operator availability depends on the custom field type. Examples:
Custom Field Type | Example Operators |
Text | Is, Is Not |
Dropdown | Is Any Of, Is Not Any Of |
Number | Greater Than, Less Than, Equal To |
Date | Before, After, Between |
How to Filter Opportunities
Log in to your Kyrios account.
Navigate to Opportunities from the left sidebar.
Open the Opportunities tab.
Select the pipeline you want to review.
5. Click Advanced Filters.
6. Select a field to filter.
7. Choose an operator.
8. Select or enter a value.
9. Add additional conditions if needed.
10. Click Apply.
Example Filter Configuration
The example below returns opportunities that:
Have not changed stages in more than 10 days.
Are currently in the Contacted stage.
OR were created within the last 20 days.
No Results Found
If no opportunities match the selected filters, Kyrios displays a message indicating that no records meet the current criteria.
Common solutions:
Modify the filter conditions.
Remove restrictive date filters.
Verify the selected pipeline.
Clear all filters and start again.
Common Issues and Fixes
An Opportunity Is Missing
Verify:
Active filters
Pipeline selection
Search criteria
Opportunity status
By default, many opportunity views display only Open opportunities.
A Date Filter Returns Unexpected Results
Review:
Relative date settings
Custom date ranges
Selected timezone
Custom Fields Do Not Appear
Verify that:
The custom field exists.
The field was created for Opportunities.
The field has not been deleted.
Too Many Opportunities Are Displayed
Use AND conditions to narrow results.
Too Few Opportunities Are Displayed
Use OR conditions or remove restrictive filters.
FAQ
Can I combine multiple filters?
Yes. You can add multiple conditions and combine them using AND or OR logic.
What is the difference between Last Stage Change Date and Last Status Change Date?
Last Stage Change Date tracks movement between pipeline stages. Last Status
Change Date tracks status changes such as Open, Won, Lost, or Abandoned.
Can I filter by opportunity value?
Yes. Opportunity Value supports operators such as Equal To, Not Equal To, Greater Than, Less Than, Is Empty, and Is Not Empty.
Can I filter recently won or lost opportunities?
Yes. Use Opportunity Won On or Opportunity Lost On with a date range or preset.
Can I filter using opportunity custom fields?
Yes. All opportunity custom fields can be used in filters, and available operators depend on the field type.