Future Dated Activities
SummaryShow Opportunities with Future Dated Activities tied to them
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