Salesperson Follow Up widget

View opportunities and opportunity tasks that are past due, and estimates that either have expired or will expire in the next 7 days. The red dot indicates the number of days late.

Drillback: Opportunities, Opportunity Tasks, or Estimates

Calculations: Include all late open opportunities (no close date and projected close date is before today); all late open opportunity tasks (due date is before today, no complete date, and status of Open); all late and expiring estimates (close date is before today or within the next 7 days and status is Working, Quoted, or Planned).