Multiple column sort on Deal Views.

[RNeibauer]

I would like to be able to sort on multiple columns in the deal views. 

When working with the pipeline, I would like to show the multitude of deals based on stage, probability, revenue, last contact date, etc. 

Right now, I can only sort by clicking on a single-column heading. This is great for presenting to the board to give them a sense of priority/probability. 

[jolle · Accepted solution]

Hey @RNeibauer, thanks for reaching out!

Are you using the deal board view or the deal list view? The deallist view will allow you to add any deal properties that you want as columns and then sort the table accordingly. It is toggled at the top of the deal pipeline page:

It sounds like you're trying to further narrow down your deals from there. You aren't able to sort a single view by multiple column options, but you can apply deal filters as needed. For example, you could add a deal filter to pull in only specific deal records (i.e., priority = high, create date = this year, deal amount > $5,000) and then sort the records by last contact date or whatever is relevant. 

Depending on the specific data you need to present, you may also be able to create deal reports that identify deals with high priority or probability.

Hope this helps at least get you started!!

[RNeibauer]

Jacob - thank you for the response.  

As you identified, I would love to have the ability to do a multi-column sort on the Deal List. For example, with xls I can "sort" on multiple columns and use it to rank deals.  I do this to make sure the deals that require the greatest optics are at the top of the list.

I would value departing from xls as it breaks the integrity of the fresh data stored in the database.  But it is a useful technique.

Thanks again, 

Rob