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Future Dated Activities — Cloud Customer Connect
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Future Dated Activities

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edited Sep 17, 2019 12:36PM in Reporting & Analytics for Sales 1 comment

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: 

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