Following due dates before today
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
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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.
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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
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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
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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
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