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Topic

    Stephanie Gott
    Future Dated Activities
    Topic posted July 29, 2019 by Stephanie GottSilver Medal: 2,000+ Points, tagged Activity, Opportunity, Opportunity Management, Pipeline, Reporting and Analytics, Sales, Sales Manager 
    26 Views, 1 Comment
    Title:
    Future Dated Activities
    Summary:
    Show Opportunities with Future Dated Activities tied to them
    Content:

    Hello,

    Our Sales Leaders require our Seller's to have at least one future dated activity on each opportunity.

    Business problem we are trying to solve:

    “Show me all of the opportunities that don’t have any future dated activities tied to them”.

    I created a report and am using this Case When Statement to show all of the future dated activities on an opportunity.

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

    The problem I'm running into is this: If I filter on just the zeroes, that would make it seem like Michael Johnson doesn’t have any future dated activities at all (see attached example). But he does. Any ideas on how I can show only the opportunities that only have zeroes and don’t have any 1’s?

    If anybody has a better way to get at this information, I'm open to alternatives. If anybody has ideas about how to fix my current solution, I am open to those as well.

    Thanks,

    Stephanie

     

    Version:
    11.1.1.9.0

    Comment

     

    • Fernando Paes

      Hi Stephanie,

      the way I would do it, you don't need that column with the formula.

      Create a 1st report with just two columns: Opty Name and Opty Id and a filter based on Activity Due date > today (so it gives you the opportunities with an activity in the future).

      Then, use that analysis as a filter for a second analysis that will be your main report. So in that, you will filter by opportunity id NOT IN the input of the first analysis. So you will have all opportunities without activities in the future.

      I can't think of a more efficient way to do it. Hope it helps.

      Kind Regards.