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Future Dated Activities

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edited Jul 29, 2019 3:27PM in Reporting & Analytics for Sales 1 comment

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

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