Filters on PeopleGlass Sheets are highly intuitive, responsive, and enable users to sift through huge amounts of CRM data within seconds.

Filters are available from any Sheet via the Add Filters button, which is found next to the Sheet search box.

From the filters dialogue box, start by selecting the scope of the data you'd like to see. For example, you can set your Sheet to show only CRM objects that you own, your team owns, or anyone in your organization owns.

From there, you'll have the ability to add as many filters as desired.

Add a filter by selecting the field you'd like to use, then the operator (is, is not, is more than, is less than, etc.), and finally, the filter value.

Filter groups provide the ability to group filters by AND/OR logic.
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To access filter groups, click the Tooltip button found in the top-right corner of the filters dialogue box, and click Enable filter groups.
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Once enabled, you'll find the Add filter group option available once at least one filter has been added.
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At the bottom of the filter pop-up box, a numerical value is displayed highlighting the number of records to be returned based on the filter criteria entered.

As you add and edit filters, the number of results your filter configuration will return will update in real time in the bottom-left corner of the filter dialogue box.
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Grouping helps you organize pipeline data more efficiently by grouping opportunities, accounts, and other objects and automatically calculating subtotals. It's designed to give you a clearer view of the pipeline based on the grouping you choose. You can group opportunities by individual AEs, forecast categories, or other relevant columns (e.g., region, product). For example, quickly organize opportunities by Forecast category to get a better sense of pipeline state.

When viewing a line item sheet that is grouped by a core object (Account or Opportunity), you can access People.ai details directly on the grouped-by object by clicking the P icon next to it. This gives you access to the engagement activity drawer, the SalesAI summary, and the ability to start a conversation with SalesAI about that object all without leaving the sheet.

Toggle between collapsed and expanded views of your groups, making it easier to navigate large datasets.
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See subtotals for pipeline value, forecasted revenue, and more, so you can better understand the impact of each group.
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Apply a filter directly from a table cell to quickly drill in and inspect all records with a specific value. These filters are displayed differently from standard filters and can be toggled on and off without affecting the core filter set. Note that quick filters will not be saved across sessions, such as refreshing the page or opening in a new tab.
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You can now filter Sheets by fields nested up to two levels deep on related objects.

As you browse filterable objects, click > to drill into related objects' field hierarchy. The fields of the related object will appear along with a breadcrumb showing where you are in the hierarchy (e.g., Opportunity → Account). When viewing long lists of fields, use the Field search box to quickly find what you're looking for with typeahead search.

Example use cases:

Important notes:

When viewing a sheet that has related objects and is grouped by its top-level object, you can now quickly add a related object field to that grouped-by object directly from the sheet.