Help Creating an Insights Report | Tracking Active & Inactive Organizations
I have been researching how to create an Insights report that compares organizations that have had a new deal enter our sales pipeline within the last 30 days to those that have not had any new deals enter the pipeline during the same period. Is that possible? Or are there any creative workarounds you suggest? Thank You
Answers
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Hello @andytm,
I hope you are doing well today!
This isn’t currently possible with our Insights feature. However, you can achieve this by using the Organizations list view (link) and creating a filter to retrieve the data you need.For example, here’s a filter that shows all organizations with a new deal created this month: Example Filter.
To find organizations without new deals this month, simply create a similar filter but replace "is exactly or earlier than"with "is exactly or later than."
I hope this helps but please do let me know if you have any doubts!
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