Opportunity Activity report greater than 6 months.

[BostonEngineering]

I was wondering if it was possible to create a report that would go out and get all opportunities that have had no activity associated with it before a specified date? I tried to do modified date before a date on the opportunity but obviously that does not tie into the history, call, proposals etc. If anyone has any insight on this I would appreciate it.

[andopes]

Current SugarCRM features does not support such needs.
You would need to create a new view which inherit from ListView in order to accomplish such request.
It is necessary good php, sql and sugarcrm skills.

Best regards

[davidboris]

Hello,

I was wondering if it was possible to create a report that would go out and get all opportunities that have had no activity associated with it before a specified date? I tried to do modified date before a date on the opportunity but obviously that does not tie into the history, call, proposals etc. If anyone has any insight on this I would appreciate it.

If you are looking for such dashlet, we have created one, testing in progress, and will release as a plug-in soon.

[davidboris]

Hello,

Here is the link, have published the dashlet which shows the list of Opportunities, dont have any activity, Call/ Meeting/ Task/ Email since past six months, and nothing in future.

After installation, you will get the new dashlet "My Not Followed Opportunities" in Add Dashlet popup.