Reporting and Analytics for Sales

Get Involved. Join the Conversation.

Topic

    Stephanie Gott
    Future Dated Activities
    Topic posted September 17, 2019 by Stephanie GottSilver Medal: 2,000+ Points, tagged Dashboard, Reporting and Analytics 
    32 Views, 1 Comment
    Title:
    Future Dated Activities
    Summary:
    Show me only the Opportunities that don't have a future dated activity added
    Content:

    Hello,

    I'm struggling to think through how to do this. Here is the business problem we are trying to solve: We want our sales people to always have at least one activity tied to the opportunity that has a date in the future. They can have many activities on an opportunity with dates in the past, dates in the future, or no date at all. I would like to show my sales leaders the opportunities that don't have a future activity at all or is blank. Here is what I've tried so far: 

    CASE WHEN "Activity"."Due Date"> Current_Date then COUNT(DISTINCT "Sales - CRM Pipeline"."Pipeline Facts"."# of Opportunities") else 0 end

    When I do this and the sales leaders filter on just the '0', they may be looking at opportunities that actually do have future dated activities on them (because remember, you can have many activities to one opportunity). 

    I've also tried creating an analysis that shows me all of the opportunities that do have a future dated activity and then using that as a filter on another analysis where the opportunity ID does not equal one on that list. That doesn't seem to be working either because the seller may have opportunities with past or current date that won't show on that list because they also have a future date. Does that make sense? 

    Basically, if you can't tell, I might just need help thinking through the best solution to this. I've spent hours on this and I fear the answer is very simple and right in front of my face but I can't seem to grasp it. Any help would be greatly appreciated. 

    Thank you, 

    Stephanie

    Comment

     

    • Rupak Chowdhury

      Hi,

      I will try to respond to you on the probable reporting solution but since this is a mandatory requirement for your opportunity management then i would suggest to implement such restriction while creating / updating the Opportunity.

      "We want our sales people to always have at least one activity tied to the opportunity that has a date in the future"

      In Engagement Cloud this can be done very easily with the help of server scripts (groovy) and i am sure all CRM system will be able to do so.

      You should be able to create a default activity with future due date or prevent sales rep to save an opportunity without the same using object validation scripts. 

      Regards-
      Rupak