Rotting Deals

Justin Witte
Justin Witte Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Ideas and Product Feedback #1

In our weekly reports, one portion to track progression it monitoring deals that become "rotten" or turn red.  We are now manually going through each pipeline with each sales rep and counting them individually.

My question, can there be a filter either in within the insights or that can be customized to obtain this data?  I believe this would be a valuable tool to get the count on deals that have been neglected and need attention to increase performance.

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 827 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited December 2020 #2

    There isnt an option in insights because every instance of pipedrive can have different rotting rules.

    You might be able to mock this up by using a similar type of filter [ie: no activity in __ days] 

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