Following due dates before today

Steeven
Steeven Posts: 5
edited July 27 in Sales CRM #1

Hi ! 

I'd love to watch my team productivity and make sure they're not overcharged.

So in the stats section I would like to follow "How many activities are late by how much ?" like if all late activities are from last week, it's ok but if it's from 3 month there is a problem.

It seems you can't filter "activities due date" " is before" a date. Only "activities due date" "is" X 

I also tried filter on "Offers" "next activity date" but the only filter available is "is" and range time. I would like to have "is before" "today" for example

Any tricks on that except exporting on Excel ? 

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 25 #2

    Filter activities that are over due and sort them by due date.

    You can do this for each team member in turn.

    But not sure a high-level report is doable within Pipedrive using insights.

  • Steeven
    Steeven Posts: 5
    edited April 2021 #3

    Filter activities that are over due and sort them by due date.

    You can do this for each team member in turn.

    But not sure a high-level report is doable within Pipedrive using insights.

    Indeed that's what I'm doing but i search for high level report within insights

  • Edie Mew
    Edie Mew Posts: 147
    100 Comments First Answer 5 Up Votes 5 Likes
    edited April 2021 #4

    Filter activities that are over due and sort them by due date.

    You can do this for each team member in turn.

    But not sure a high-level report is doable within Pipedrive using insights.

    I may be wrong here, however your question is looking to track the true time in which an activity was marked as complete against when it was due? 

    In my experience I have been able to complete reporting based on:

    • Activity due date
    • Activity marked as complete date & time

    I have done this previously but only when exporting into excel and not using the insights 

  • Steeven
    Steeven Posts: 5
    edited April 2021 #5

    Filter activities that are over due and sort them by due date.

    You can do this for each team member in turn.

    But not sure a high-level report is doable within Pipedrive using insights.

    Interesting, it's not what I was looking for but i might use it too