Rotting Deals

Justin Witte
Justin Witte Member Posts: 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: 847
    5 Likes First Anniversary First Answer Combo Breaker
    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]