Following due dates before today

Steeven

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 ? 

Amit Sarda (AmitSarda.xyz)

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

Amit Sarda said:

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

Amit Sarda said:

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

Amit Sarda said:

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