Being able to highlight if any Deal activity hasn't happened in the last x days/weeks

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New Contributor

I want to report any Contacts/Deals that haven't had an activity in the last x days/weeks.

 

eg: Last Activity Date IS NOT 14 days

 

At the moment you can only select "IS" or a specific date which means you manually have to update the report every week.

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Regular Contributor

Hey @andrew_carroll 

 

In my understanding, contact and deal filters have this limitation but if you are using Sales Hub Professional you can create a custom property and use workflows to change that property as workflows have the filters of activity not happened in last x days that you are looking for. 

 

Do let me know if it helps. 

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Regular Contributor

Hey @andrew_carroll 

 

In my understanding, contact and deal filters have this limitation but if you are using Sales Hub Professional you can create a custom property and use workflows to change that property as workflows have the filters of activity not happened in last x days that you are looking for. 

 

Do let me know if it helps. 

Regular Contributor

@adeelfaisal great suggestion. I would do it this same way.

New Contributor

Thanks too @MikeLawson .

 

As per my response to @adeelfaisal ....this would work for an individual managing their Contacts/Deals however I am looking to develop a Management report that could identify slippages.

 

This report would be used as part of 1:1 with Sales team members.

 

It would be great to know if you still think it could work. Given you can choose IS and IS NOT for a contact owner filter, I would have thought it wouldn't be too hard to add an IS NOT for a date field like Last Activity Date.

 

Thanks again! AC

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Regular Contributor

@andrew_carroll 

 

ahh I see what you are saying. I tried to reproduce this in hubspot but haven't been able to get it working yet.

 

I will tell you that I work for a company, Rekener, that creates scorecards based off hubspot data designed to help managers coach better in their 1 on 1s. Hubspot actually just put us in one of their blogs.

 

I have built this type of report for some of our other customers, happy to talk through it more if this is a huge pain point for you guys.

 

Best,

Mike

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New Contributor

Thanks very much @adeelfaisal !

 

This would work for an individual managing their Contacts/Deals however I am looking to develop a Management report that could identify slippages.

 

This report would be used as part of 1:1 with Sales team members.

 

It would be great to know if you still think it could work. Given you can choose IS and IS NOT for a contact owner filter, I would have thought it wouldn't be too hard to add an IS NOT for a date field like Last Activity Date.

 

Thanks again! AC

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