The Opportunity Filter in Journey Settings controls which opportunities are included in the KPI Card metrics on the Journey Summary page.
Use the Opportunity Filter to include only relevant opportunities in your journey metrics. For example, you can exclude opportunities with a stage of Disqualified or On-Hold.
Important: The Opportunity Filter affects only the Journey Summary KPI Card metrics. It does not change which opportunities appear in the Journey Funnel.
Prerequisites to Configure the Opportunity Filter
You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
Configure the Opportunity Filter in Journey Settings
- From the left navigation bar, go to
Settings > Journey > Journey Settings.
Use selectors to define the opportunities to include based on criteria such as opportunity stage, type, amount, or other attributes.
Click Save.