Activity Filtering in Opportunities

Overview 

Thanks to Clari's RevDB (formerly Data Hub), you can now filter Opportunities by activity data with Activity Filters. 🤘

Activity data is a crucial part of understanding deal progression and gives you an idea about where to focus your engagement efforts. 
 

Use Cases 

• Show me all opportunities with no meetings in the last 30 days where the deal size was more than $50k.
• Show me all opportunities with activity in the last 30 days where opportunity health is red.

How To Use Activity Filtering in Opportunities

☝️ Please note that there are some technical prerequisites for this feature, and we're gradually rolling it out. 


Navigate to the Opportunity Grid and click Add Filter. If you've used these filters before, you might notice that you have 2 additional filters: 
 

• Opportunities with Activity: This filter shows the list of opportunities with activity in the last 30 days. 
• Opportunities without Activity: This filter shows the list of opportunities with no activity in the last 30 days.

You can further filter the list using activity types: Meetings, Upcoming Meetings, Emails Received, Files Sent, Files Received, and Emails Sent. ✉️

For more on how to use filters, check out this Opportunities Overview article.