Search, filter, and save opportunity views

The Affärsmöjligheter page lets you view the pipeline two ways and narrow it down to what you need:

1. 1Board vs list: use the view toggle near the top right to switch between Kanban and Lista. The board shows one column per stage (best for working deals); the list is a sortable table (best for scanning and exporting).
2. 2Columns on the board: next to the view toggle, Alla kolumner opens a list of your pipeline stages. Untick the ones you do not want and the board draws only the rest, in pipeline order, so the stages you keep sit at the left edge instead of behind a sideways scroll. Deals in the stages you hid are untouched and still there in the list. This only changes what the board draws, never which deals exist, and it saves with a view like everything else on this page, so you can keep one view with the full pipeline and another with just the two columns you work in.
3. 3Search: type into the Sök box to find a deal by name.
4. 4Filters: open the filter bar to narrow by stage, owner, amount, and other fields.
5. 5Status and sale date: the two menus next to the filter bar narrow the deals in one click. The status menu shows Öppna, Vunna, Förlorade or Alla utom förlorade deals, going by the won and lost stages in your pipeline. The date menu filters on the sale date: pick Denna månad, Förra månaden and so on, or set your own dates under Anpassad period. Both menus work on the board and the list, narrow whatever filter you have open, carry into the export, and are remembered the next time you open the page.

Set up a filter you use often and save it as a view, so you don't have to rebuild it each time. Saved views appear under Affärsmöjligheter in the sidebar and can be shared with your team.

The filter bar and saved views are the same component on every list in DealJourney, so anything you learn here works on the others: Filter a list covers building a filter, and Save and share a view covers keeping and sharing one.

To inspect recurring revenue over time, including future start dates, add a graph with Lägg till diagram för återkommande intäkter in Redigera KPI:er. See See recurring revenue on a future date for the date controls and how revenue differs from cash.