How to Filter Your Customer Data in Google Sheets? (Sheetify CRM)

Filtering your customer data in Google Sheets involves using the Google Sheets built-in custom filter view to zero in on the exact information you need.

This includes all your important customer data, like lead sources, client types, or deal stages.

If you’re managing your customer data inside Google Sheets, I’m sure you know how fast things can get cluttered and disorganized.

Especially once your database starts growing into the hundreds or thousands!

But luckily, the Google Sheets filter view makes it easy to focus on just the data you need. And the best part? It doesn’t affect what others see!

So, let’s find out how you can filter your customer data in Google Sheets now.

To read more about Google Sheets filters, check out my in-depth guide here.

Here’s a simple, step-by-step guide to help you organize your customer data like a pro:

Before you go ahead and apply any filters to your customer data, it’s important to first set up a general filter view that covers all your data. To do this:

1. Open your main sheet (with your customer data).
2. Click the top-left cell of your data (usually the first row with column headers).
3. Scroll all the way to the bottom of your dataset and ‘Shift + click the last row’ to highlight everything.
4. Go to the top menu and select ‘Data > Filter views > Create new filter view’.
5. Once the filter view opens, click the name box at the top-left and rename it (e.g., ‘All Data’).
6. Click ‘Save’.

You should now see tiny filter icons appear next to each column header that are now ready to be customized!

Now that you’ve set up your general filter view, you can narrow down the view to the details you actually want to see. To do that:

1. Open your filter view by clicking ‘Data > Filter views >’, then select your saved view name.
2. Click the funnel icon next to the column you want to refine.
3. Uncheck ‘Select all’ then choose the specific value(s) you want to view to set your criteria.
4. Click ‘OK’.

Instantly, your sheet will update to show only the matching records!

Did you know you can actually create a dedicated filter view for each data range? 

This is useful for sets of data that you access frequently, such as qualified leads or records assigned to you.

To do that:

1. Highlight your full data range.
2. Go to ‘Data > Filter views > Create new filter view’.
3. Apply your desired filters. For example, you can filter your ‘Pipeline’ column to show only ‘Qualified Leads’, or filter ‘Assigned To’ to show only your name.
4. Save your view with a unique descriptive name (e.g., ‘Qualified Leads Only’ or ‘My Assigned Clients’).

And there you go! Now you can easily jump back to that exact data set anytime without having to reapply the same filters each time.

Okay, so now that you’ve created your custom filter views, what if you want to switch between different filtered views? The good news is that it’s super simple! To do this:

1. Go to ‘Data > Filter views’.
2. Select the one you want to view.
3. The filtered data will instantly appear.

This makes toggling between your customer-related filter views, such as ‘All Leads,’ ‘High Priority Deals,’ or ‘Recent Contacts, ’ an absolute breeze!

What if you need to see your full dataset again? Well, you’ve got two quick options:

1. Exit the filter view: Click the ‘X’ in the top-right corner of the filter bar to close it.
2. Reset filters manually: Click the funnel icon in a column, select ‘Select all,’ then click ‘OK. ’

And that’s it! You’ve successfully mastered filtering your customer data in Google Sheets!

One of the best things about Sheetify CRM is that it’s built entirely inside Google Sheets, meaning you also get the full power of Google’s innovative tools!

That includes one of the most valuable features for managing large contact lists: custom filter views.

Just like I’ve shared above, you can easily create and apply filters to your customer data directly within the Sheetify CRM ‘Contacts & Leads’ sheet.

Whether you want to only see qualified leads, clients from a certain source, or deals assigned to specific team members, it works exactly the same as the steps outlined above.

Simply open Sheetify CRM, head to your ‘Contacts & Leads’ tab, and use the Google Sheets built-in filter view options to instantly organize and focus your customer data! 

Check out this in-depth visual guide on how you can filter your customer data in Sheetify CRM. 

Sheetify CRM is an affordable, all-in-one CRM built entirely inside Google Sheets, designed for small and micro businesses wanting to manage everything in one place.

This ready-to-use Google Sheets template helps you organize your contacts, track leads, monitor sales, and manage deals all from a single, fully customizable spreadsheet!

But that’s just the start. 

With Sheetify CRM, you can also send bulk emails, handle inventory, manage tasks, log customer issues, record customer interactions, and so much more.

Best of all, it’s available for just $67!

This one-time price gives you lifetime access to all current features and future updates, whether you’re using a free or paid Google Workspace account.

Basically, Sheetify CRM is a simple, powerful, and cost-effective way to turn your Google Sheets into a complete business management system!

Find out more about Sheetify CRM’s tools and features here.