Overview

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 object that you own, your team owns, or anyone in your organization owns.

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

To access filter groups, click the

button found in the top-right corner of the filters dialogue box, and click Enable filter groups.

Once enabled, you'll find the Add filter group option available once at least one filter has been added.

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.

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 pipeline based on grouping you choose.

You can group opportunities by individual AEs, forecast categories, or other relevant columns (e.g., region, product). We will display opportunities according to the selected grouping. For example, quickly organize opportunities by Forecast category to get a better sense of pipeline state.

Toggle between collapsed or expanded views of your groups, making it easier to navigate large datasets.

See subtotals for pipeline value, forecasted revenue, and more, so you can better understand the impact of each group.

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.