is there any way to create a deals health report?
for example:
- showing deals with no upcoming tasks
- showing deals with no follow ups
- showing stagnant deals
- showing deals with past due tasks
in my old days (like 2019) i was gold partner with sharpspring, the only feature i really miss is the opportunity health report, here in hubspot i have to open one by one all the deals in the clients accounts in order to know if the sales team is working correctly
i put this link for you to learn a little more about the report there (i really preffer hubspot at this point, obviously)
https://help.sharpspring.com/hc/en-us/articles/360004608232-Opportunity-Health-Report-Overview
