Reporting on Deal Activities
Hi all,
First time poster !!
I'm hoping to find a way to use the Insights reports to identify users of our PD that are NOT keeping their activities and next steps up to date for deals in later stages of our pipeline.
I've managed to create a filter that identifies these deals (Either no next activity, or Date of activity < Today), but that doesn't help me report on this at a higher level.
Essentially, I want to be able to highlight the issue with the report, and then be able to drill down with users to the next level of detail using the filter.
Can Anyone help?
Comments
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Hi @Paul Banks,
You can set up a report at the Deal level to show deals with no activities.
Deals with no activities You can also set up a report at the activities level to show activities with due dates in the past.
Due date in the past If you have any other questions, please don't hesitate to reach out.
Best,
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