Dashboards & Reporting

romiz
メンバー

Overdue deals report

解決

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. 

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1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Overdue deals report

解決

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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4件の返信
romiz
メンバー

Overdue deals report

解決

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

karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Overdue deals report

解決

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

AneesAhmad786
参加者

Overdue deals report

解決

Hello @karstenkoehler !

 

Great answer. I had some doubts regarding this.

 

Are we counting on the fact that if any deal isn't in the "Closed Won" or "Closed Lost" stage, it is sure to be lost? What if there are other deal stages too? And the date filter is checking the deals only in the last 365 days, right?

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FDevine
参加者

Overdue deals report

解決

@Anonymous 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.

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