Get clear, actionable insights by narrowing your focus with filters and segments.

In Pipedrive, filters and segmentation allow you to customize how data is displayed in your reports, helping you focus on the most relevant deals, contacts, activities, or results. By applying smart filters, you can uncover patterns, identify areas for improvement, and make data-driven decisions faster.

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🧭 Why Filters & Segmentation Matter

Using filters effectively allows you to:

• Slice data by team, owner, status, timeframe, and more
• Create hyper-focused reports for pipeline stages, lead sources, or products
• Personalize dashboards for reps, managers, or execs
• Simplify complex datasets into actionable views

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🔍 Where Filters Are Used in Pipedrive

Area	Purpose
List View (Deals, Contacts, Activities)	Custom data views
Reports (Insights)	Build detailed, filtered reports
Dashboards	Present filtered KPIs
Goals & Automations	Apply rules to specific segments

🛠 Types of Filters You Can Apply

Filter Type	Example
Owner/User	Show deals owned by a specific rep
Status	Only show won, lost, or open deals
Timeframe	Deals created this month or quarter
Pipeline/Stage	Focus on a single pipeline or stage
Deal Value/Probability	Focus on high-value or high-likelihood deals
Custom Fields	Segment by region, lead source, product, etc.

🧠 Tip: Custom fields are especially powerful for advanced segmentation (e.g., “Industry = SaaS”).

📋 How to Create a Filtered Report (Step-by-Step)

Step 1: Go to Insights

From the left-hand navigation menu, click on Insights.

Step 2: Click + Add New > Report

Choose your report type (e.g., Deals, Activities, Revenue).

Step 3: Click Filter at the top of the report

Apply filters such as:

• Owner
• Deal status
• Expected close date
• Custom tags (like “High Priority” or “Webinar Lead”)

Step 4: Group & visualize your data

Use options like:

• Group by: Owner, stage, source, product
• View as: Bar chart, line graph, table, funnel

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🎯 Using Filters in List View

Navigate to Deals, Contacts, or Activities, then:

1. Click the Filter dropdown in the top left
2. Use default filters or create your own
3. Save filters for quick access later

🏷 Example: “All open deals in North America above $10,000”

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📈 Segmenting Data in Dashboards

To build a segmented dashboard:

1. Go to Insights > Dashboards
2. Create widgets based on reports with specific filters
3. Name each widget clearly (e.g., “Closed Deals – Enterprise Clients”)

This allows stakeholders to monitor specific parts of the business (e.g., reps, regions, verticals) in real time.

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🧠 Segmentation Best Practices

Best Practice	Why It Works
Use consistent naming for filters	Easy navigation and reuse
Combine filters and groups	Sharpen your analysis
Segment by campaign or source	Measure marketing ROI
Save filters for repeat use	Speeds up reporting tasks
Layer filters	Get highly specific views (e.g., “Deals > $50K, created last 90 days, in Stage 3”)

🧰 Advanced Filtering Tips

• Multi-criteria filters: Combine AND/OR conditions for more granular targeting
• Filter by Custom Fields: Segment by user-defined criteria (e.g., Industry, Product Line, Partner Type)
• Use with Goals: Assign goals to specific filters (e.g., “Win 5 deals per month from Referrals”)
• Apply filters to Automations: Trigger workflows based on filtered segments

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📤 Sharing & Reusing Filters

• Save filters with clear names like “High-Value Q2 Deals”
• Share filters with teammates to ensure consistency
• Duplicate filters and tweak them for new reports or dashboards