Overdue activities reporting

Katya D
Katya D Member Posts: 2 NEW MEMBER
edited September 12 in Sales CRM #1

Hi

I would like to see how many overdue activities each sales rep has. I look through reports creation but didn't find anything matching this need. Coudl you please advice?

Thank you!

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Answers

  • Niverplast
    Niverplast Member Posts: 7 VERIFIED MEMBER
    Name Dropper First Comment
    #2

    Hi Katya,

    You can actually see this if you're following the next steps:

    • Go to insights
    • click 'add item and choose report
    • choost by entity 'activity' and then 'activity performance'
    • In the filter at the top of your screen you can choose a time and also the filter 'overdue'
    • Then their will be pop up the data but this is still not the data you're looking for.
    • You'll have to segment this by 'assigned to user' and also the vieuw by to 'overdue/due.

    Hopefully, this will help you further! :)

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