Trying to create a report on average inactive days
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Trying to create a report on average inactive days
解決Hi @tonysimonsen,
Alright, thanks for the added context. The deal inactivity property isn't a default deal property so we'd have to build that first. The approach here would be creating a Today's date property. Once this property is created, you could use a calculation property to calculate the time between Last contacted and Today's date. The resulting calculation property could then be visualized in a custom deal report (= a report that shows the calculation property average per current deal stage).
This would only work for the current deal stage, it would not show you historic information of inactivity in previous stages. That would require intricate date stamping and distinct calculation properties for each stage which could not be displayed within one report.
Hope this helps!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Trying to create a report on average inactive days
解決Trying to create a report on average inactive days
解決Hi @tonysimonsen,
Alright, thanks for the added context. The deal inactivity property isn't a default deal property so we'd have to build that first. The approach here would be creating a Today's date property. Once this property is created, you could use a calculation property to calculate the time between Last contacted and Today's date. The resulting calculation property could then be visualized in a custom deal report (= a report that shows the calculation property average per current deal stage).
This would only work for the current deal stage, it would not show you historic information of inactivity in previous stages. That would require intricate date stamping and distinct calculation properties for each stage which could not be displayed within one report.
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Trying to create a report on average inactive days
解決Hi @tonysimonsen,
There is a report in the report library that might fit your needs. Navigate to Menu > Reports > Reports > Report library and search for "Deal time spent in each stage". This gives you the average amount of time deals spend in each stage of your funnel.
Let me know if this is what you were looking for!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Trying to create a report on average inactive days
解決Trying to create a report on average inactive days
解決Hi @tonysimonsen,
So are you looking for one number – the average number of days a deal has been inactive?
Best regards
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
