I need to make a report in which I can figure out how many deals in a week, 15 days or so a particular sales rep doesn’t perform any activity.
In short untouched deals so I can keep a record of that and assign them to someone else or discard those deals.
Kindly let me know please its a bit urgent.
Thank You
Abbas
Is there a way to generate a report or dash to see Deals untouched by time? (Daily, Weekly, Monthly)
Hi @AbbasJafri,
You can create a custom deal report or cross object report (if you need additional data) and use a filter of Last Activity Date is more than 15 days ago. You could also use Last Modified Date as an option, but that property would include any modifications to the deal, even if they were modified by HubSpot (such as a workflow).
As far as visualization, an unsummarized table might be the best option and you can pull whatever values you need into the table.
I hope this helps with what you’re looking for.
Update: @karstenkoehler’s option will work as well and I like adding a filter to eliminate Closed Lost or Closed Won, which you can also do with my solution.
Josh
Hi @AbbasJafri,
Navigate to Reports > Reports > Create custom report and select Custom Report Builder with the primary data source Deals.
At the top, find Filters and add Last activity date from the left sidebar. You can set this to more than x days. HubSpot defines the Last activity date as “the last time a note, chat conversation, call, email, meeting, or task was logged for a deal. This is updated automatically by HubSpot.”
You might also want an additional filter by Deal stage isn’t any of Closed lost or Closed Won.
Now switch to the configure tab and add Deal owner and Count of Deals.
It should look something like this:
You can now choose your visualization and you should be all set.
Hope this helps!