Sales stage audit in a report format?

Is there a way to report on activity that hasn't happened for a certain time period? 

Specifically, what I'm being asked to do is figure out how to get an exception report based on information in the Audit log - i.e. If a sales stage has not moved for a certain period of time.   We are able to look at this information at a line item level in the Audit Log, but the sales manager wants to get a report of all line items that are 30 days dormant, 60 days, 90, etc. specific to each Sales Stage.  I haven't been able to find the "date changed" for Sales Stages in the reporting module, much less how to report on a lack of action taking place. 

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  • Hello

    Yes, it is possible to configure Sugar report about Opps left with no attention

    For doing that we suggest to configure TimeLine to collect and show all the important events that are treated as "actions performed" then  employ Advance Reporting to get days of dormant for e.g. Opportunities

    Here is the TimeLine in Sugar:


    the Timeline with key events in the context of the Opportunity:



    And, finally, here is the Report - it shows the last key event (if any) for each Opp with days of dormant:

    I hope this helps

    If you received  information about any alternative approach for reporting  dormant objects or ones that left unattended  - from Sugar Solution Consultants or Partners  - I would appreciate the information here

    Thank you

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Reply
  • Hello

    Yes, it is possible to configure Sugar report about Opps left with no attention

    For doing that we suggest to configure TimeLine to collect and show all the important events that are treated as "actions performed" then  employ Advance Reporting to get days of dormant for e.g. Opportunities

    Here is the TimeLine in Sugar:


    the Timeline with key events in the context of the Opportunity:



    And, finally, here is the Report - it shows the last key event (if any) for each Opp with days of dormant:

    I hope this helps

    If you received  information about any alternative approach for reporting  dormant objects or ones that left unattended  - from Sugar Solution Consultants or Partners  - I would appreciate the information here

    Thank you

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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