Dashboards & Reporting

romiz
Member

Overdue deals report

SOLVE

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. 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Overdue deals report

SOLVE

Hi @romiz,

 

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

 

Under Filters, choose the following settings.

 

karstenkoehler_2-1639723101178.png

 

In the Visualization tab, choose the following settings.

 

karstenkoehler_1-1639723081211.png

 

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

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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3 Replies 3
romiz
Member

Overdue deals report

SOLVE

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

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Overdue deals report

SOLVE

Hi @romiz,

 

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

 

Under Filters, choose the following settings.

 

karstenkoehler_2-1639723101178.png

 

In the Visualization tab, choose the following settings.

 

karstenkoehler_1-1639723081211.png

 

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

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

FDevine
Participant

Overdue deals report

SOLVE

@karstenkohler 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.

0 Upvotes