Identifying deals that have moved from inactive to active within a set time period?

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MorganW
Participant

Fairly new user here at report creation!  Could someone give me a clue how I would create a report that shows the deals that have moved from inactive to active status in the last two weeks?  

 

Thanks

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karstenkoehler
Solution
Most Valuable Member

Hi @MorganW,

 

Got it, I have an idea. This would require two custom properties:

 

Inactive (for 45 days) since date, a date property

Revived deal, a single checkbox type property

 

In a deal-based workflow, you would enroll deals when Last activity is more than 45 days ago:

 

karstenkoehler_4-1619202802922.png

 

A second workflow would compare the Last activity date and the Inactive (for 45 days) since date. If the deal has been active since, it would be marked as revived.

 

karstenkoehler_5-1619202879660.png

 

You can now filter your deals by "Revived deal is any of Yes".

 

What do you think?

Karsten Köhler
Freelance Digital Marketing Advisor

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karstenkoehler
Most Valuable Member

Hi @MorganW,

 

How do you define whether a deal is active or inactive?

 

Looking at the default properties (such as Last activity date, Last contacted or Last modified date), you could create a report of deals that had one of these dates within the last 14 days. Now whether they've been inactive before is hard to assess – you'd need the latest and previous value for these date properties, HubSpot however only stores the latest.

 

Calculating the time between the last activity and today will unfortunately also fail – once the deal is active again, this time difference will jump back to 0.

 

If you could provide more context around your definition of activity/inactivity, that would help. From a first glance however it would require manual maintenance of at least on property.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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MorganW
Participant

Hi @karstenkoehler , thank you very much for your response.  For definition of inactive I'd like to capture the flag that marks a deal as inactive or not, as per this screenshot:

 

MorganW_0-1619193485769.png

If it's not possible to detect (for reporting purposes) when this flag has moved from inactive to active for a given deal then I'll need to consider a workaround.  

 

We are looking to create a management report which shows dormant deals that have come back to life through some level of activity.

 

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karstenkoehler
Solution
Most Valuable Member

Hi @MorganW,

 

Got it, I have an idea. This would require two custom properties:

 

Inactive (for 45 days) since date, a date property

Revived deal, a single checkbox type property

 

In a deal-based workflow, you would enroll deals when Last activity is more than 45 days ago:

 

karstenkoehler_4-1619202802922.png

 

A second workflow would compare the Last activity date and the Inactive (for 45 days) since date. If the deal has been active since, it would be marked as revived.

 

karstenkoehler_5-1619202879660.png

 

You can now filter your deals by "Revived deal is any of Yes".

 

What do you think?

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

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MorganW
Participant

Thanks so much Karsten, I'll give that a go and let you know how I get on.

MorganW
Participant

@karstenkoehler I've created the report and tested - it works great.


I've enhanced the workflow by creating another date property (Revived Date)  which is set when Revived deal is set to yes.  I created a new workflow which removes the Revised deal flag after 31 days:

 

MorganW_0-1619459800210.png

 

karstenkoehler
Most Valuable Member

Nice one, @MorganW!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

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