If you don’t like to read, scroll all the way to the bottom of the page to watch a video that covers Filters!
What Is a Filter?

A filter is like the table of contents you find in a book – the main subjects are aggregated into specific areas of interest. If you need to talk to a certain person about a certain topic, you can click the relevant “chapter” to map out your Outcome Chain.

Filters unify different ideas and major concepts captured within the OC to construct a coherent and easy-to-follow path for OC viewers. The OC builder can create and define connections to run across the topics in the OC as a way to organize relationships.

To open the filters option, click on the hamburger menu (top left).

As a best practice, consider creating filters to address 80% of frequently asked questions asked by potential customers. It’s unnecessary to create a filter for every topic on the OC to account for all the literal cause-and-effect relationships.

Common Relationships to be Explained Through Filters

  • Area of interest for different audience persona (i.e. highlight topics that are of interest to the technical buyers vs. business buyers)
  • Major value proposition of your products & services (i.e. highlight topics that strength your business case)
  • Cause-and-effect relationship between topics impacting the ultimate business outcomes
  • Common objections from the buyer
  • Seller’s competitive advantages to highlight
Creating a Filter

Click on the ‘+ Filter or filter group’ button (within the Filter feature). 

Doing so will give you the option to create a new filter or filter group.  A Filter Group is used to house multiple Filters of a similar nature. Please note, to organize your filters, you can create as many levels as you wish by utilizing filter group(s):

Edit the filter title, color, and description. 

Assigning Topics to the Filter

Click on the 3 dots to the right of the new filter you just created to assign it to topic(s). You can assign as many topics as you need to a filter. 


The filter(s) you create will be available to you in Present-mode as well:

Watch the Video!

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