Skip to content
English
Contact us Sign in
  • There are no suggestions because the search field is empty.

Sorting & Filtering

Sorting and Filtering Pipelines and Opportunities

Alpine Rails gives you flexible tools to sort and filter both your Pipelines and the Opportunities within them. Whether you're narrowing down a long list of initiatives or finding every Opportunity assigned to a specific gift officer, filters help you focus on exactly what you need.

This article covers sorting and filtering on two levels:

  • Pipelines — filtering the list of Pipelines on the main Pipelines page

  • Opportunities — filtering Opportunities within a Pipeline, or across all Pipelines at once

Pipelines

Sorting Pipelines

Pipelines are listed in order of creation date by default, with the most recently created Pipeline at the top. You can re-sort the list by clicking any column header in the Pipeline table. Click the same header again to reverse the sort order.

Filtering Pipelines

To filter the Pipeline list, click the Advanced Filters button above the Pipeline table. A filter panel will open with the following options:

  • Status — Filter by Pipeline status. Select Active, Archived, or both. By default, all Pipelines regardless of status are shown.

  • End Date — Filter to Pipelines with an end date within a specific range. Enter a start date for the range, an end date for the range, or both.

  • Goal Amount — Filter by goal amount range. Enter a minimum amount, a maximum amount, or both.

  • Projected Amount — Filter by the total projected amount across all Opportunities within each Pipeline. Enter a minimum, a maximum, or both.

  • Raised Amount — Filter by the total amount raised across all Opportunities within each Pipeline. Enter a minimum, a maximum, or both.

  • Campaigns — Filter Pipelines linked to one or more specific Campaigns.

  • Pipeline Name — Search for a Pipeline by name using the search bar. Results update when you press Enter.

Applying and Clearing Filters

Once you've set your criteria, click Apply to update the Pipeline list.

Active filters are shown as badges below the filter panel. Each badge displays the filter that's applied and can be removed individually by clicking the × on the badge. To remove all filters at once, click Reset Filters.

The number of active filters is displayed on the Advanced Filters button so you can see at a glance how many are applied.

Note: Filters are not saved between sessions. They reset when you leave the page or refresh your browser.

When No Results Match

If no Pipelines match your filter criteria, you'll see an empty state message in the table. Click Reset Filters to clear all filters and return to the full Pipeline list.

Opportunities

You can filter Opportunities in two places: within a specific Pipeline, or across all Pipelines at once using the All Opportunities tab. Both work similarly, with some differences in the available filter options.

Sorting Opportunities

Opportunities are sorted by next action due date by default, with the soonest upcoming action at the top. You can re-sort by any column by clicking its header. Click the same header again to reverse the sort order.

Sortable columns include:

  • Constituent

  • Pipeline Name (All Opportunities tab only)

  • Stage

  • Ask Amount

  • Projected Amount

  • Actual Amount

  • Assigned

  • Ask Date

  • Expected Date

  • Last Action Date

  • Next Action Date

Filtering Opportunities Within a Pipeline

From the Pipeline's Opportunities tab, click Advanced Filters to open the filter panel. The following filters are available:

  • Stage — Filter to Opportunities currently in one or more specific stages. Select from the stages defined in this Pipeline. Multiple selections use OR logic — an Opportunity matching any selected stage will appear.

  • Assigned — Filter to Opportunities assigned to one or more specific team members. Multiple selections use OR logic.

  • Ask Amount — Filter by ask amount range. Enter a minimum, a maximum, or both. The minimum must be less than the maximum, and amounts cannot be negative.

  • Projected Amount — Filter by projected amount range. Enter a minimum, a maximum, or both.

  • Actual Amount — Filter by actual amount range. Enter a minimum, a maximum, or both.

  • Ask Date — Filter to Opportunities with an ask date within a specific range. Enter a start date, an end date, or both.

  • Expected Date — Filter to Opportunities with an expected close date within a specific range.

  • Last Action Date — Filter to Opportunities where the most recent action falls within a specific date range.

  • Next Action Date — Filter to Opportunities where the next scheduled action falls within a specific date range.

Filtering Opportunities Across All Pipelines

From the main Pipelines page, click the All Opportunities tab to see every Opportunity across all your Pipelines in one table. Click Advanced Filters to filter this view. The available filters are:

  • Assigned — Filter to Opportunities assigned to one or more specific team members.

  • Ask Amount — Filter by ask amount range.

  • Projected Amount — Filter by projected amount range.

  • Actual Amount — Filter by actual amount range.

  • Expected Date — Filter to Opportunities with an expected close date within a specific range.

You can also search across all Opportunities using the search bar. Search by:

  • Constituent name

  • Portfolio name

  • Campaign name

Applying and Clearing Filters

Click Apply to run the filter and update the Opportunities list. Results refresh without a page reload. The Summary card above the table also updates to reflect the filtered results, so the totals you see always match what's on screen.

Active filters appear as badges. Remove individual filters by clicking the × on each badge, or click Reset Filters to clear everything at once. The number of active filters is shown on the Advanced Filters button.

Note: Filters are not saved between sessions. They reset when you leave the page or refresh your browser.

When No Results Match

If no Opportunities match your filters, you'll see an empty state message. Click Reset Filters to return to the full list.

Tips

  • Filter before selecting for bulk actions. If you want to add an action to a specific group of Opportunities — say, all Opportunities in the Cultivation stage assigned to one gift officer — apply those filters first, then select all. This is much faster than manually checking individual rows.

  • Use the Summary card to sense-check your filters. When you apply filters on the Opportunities tab, the Summary card updates to show totals for only the filtered results. This is a quick way to see the projected or raised amount for a specific subset of your Pipeline.

  • Amount range filters work with partial inputs. You don't have to enter both a minimum and a maximum — entering just a minimum will return everything above that amount, and just a maximum will return everything below it.

  • Date range filters also work with partial inputs. Enter only a start date to see everything from that date forward, or only an end date to see everything up to that point.

  • Overdue Opportunities surface automatically. Opportunities with overdue actions display a warning icon next to the constituent's name in the table — no filter needed to spot them.