Dashboard Report for Leads/Deals without Activities
We're trying to create a user-facing dashboard view that indicates counts of Leads and Deals missing activities. The idea is to identify Leads and Deals that have no calls in their activity history.
Leads and Deals both have 'Untouched' filter parameters that reside in their respective modules, however if you were to create a view that references this parameter and add additional filters such as Owner Is Logged In User etc, you don't have to ability to surface that filtered data on a user's dashboard. You can only surface the original system- created view for Untouched Leads/Deals. That means that every sales person has to see every other sales person's leads that are missing activities. The idea is to showcase this data on every sales person's dashboard so that the preeminence of the data begs for attention. The effectiveness of the important data point is diluted when it includes everyone else's data.
We also tried:
- Building a report from the Analytics Module hoping that it could be the driver for a dashboard view but Activity Count doesn't seem to be an available filter type.
- Auto-creating Call Tasks when every new lead gets assigned to an owner but agents are able to mark those tasks as complete whether or not they actually took the required action.
Would love to know how others might have tackled this issue.