topic Re: Overdue deals report in Dashboards & Reporting

Overdue deals report

romiz — Thu, 16 Dec 2021 22:19:17 GMT

Hi - first post! Had a search and can't find an answer here and hence posting for comments. Looking for a report that can show a list of overdue deals, i.e. deals part their close date.

Thanks.

Re: Overdue deals report

karstenkoehler — Fri, 17 Dec 2021 06:39:03 GMT

Hi @romiz,

Happy to help! Navigate to Menu > Reports > Reports > Create custom report > Single object > Deals.

Under Filters, choose the following settings.

In the Visualization tab, choose the following settings.

Feel free of course to adjust visualization and additional properties. You could for example include a column for the Deal owner.

Hope this helps!

Re: Overdue deals report

romiz — Fri, 17 Dec 2021 12:47:20 GMT

Hi - thanks Karsten! WIll give this a go later.

Re: Overdue deals report

FDevine — Wed, 08 Jun 2022 13:38:10 GMT

@Anonymous what if I wanted to limit this report to deals that are due to close this month/quarter? We've got a lot of bad historic data so I'm trying to focus on what is currently live rather than trying to clean up deals from 1+ years ago.

Re: Overdue deals report

AneesAhmad786 — Thu, 29 Sep 2022 12:33:13 GMT

Hello @karstenkoehler !

Great answer. I had some doubts regarding this.

Are we counting on the fact that if any deal isn't in the "Closed Won" or "Closed Lost" stage, it is sure to be lost? What if there are other deal stages too? And the date filter is checking the deals only in the last 365 days, right?