Logic NerdsAccounts & Activity
Which customers are getting attention and which ones have gone quiet.
7 team reports, 2 Rep-Level Personal reports, 1 dashboard and an action guide.
Uses no flows.
Or get all four packs for $89. Professional Edition and up.
What it answers
- Which customers have nothing in the pipeline right now?
- Which customers have gone dark?
- Which renewals are coming up in the next 90 days?
- Who are our best customers, and what's missing from our account and contact data?
Reports included
7 team reports for managers and 2 Rep-Level Personal reports that show each team member only their own records.
| Report | What it shows | For |
|---|---|---|
| Customers With No Open Opportunity | Active or lapsed customers with nothing open. Your expansion and win-back list, highest lifetime value first. | Team |
| Dark Accounts | Customers with no logged activity in 90 or more days, or none ever, largest first. | Team |
| Upcoming Renewals | Active customers with a renewal date in the next 90 days, soonest first. | Team |
| Top Customers by Lifetime Won Amount | Accounts ranked by total closed-won amount, with status and last activity. | Team |
| Activity by Rep | Tasks and events dated this month, by rep. | Team |
| Accounts Missing Key Info | Accounts missing Industry, Employees or Billing Country, by owner. | Team |
| Contacts Missing Email or Title | Contacts missing an email or title, by owner. | Team |
| My Accounts | Each rep's own accounts with status, renewal date and last activity, stalest first. | Rep-Level Personal |
| My Upcoming Renewals | Each rep's own renewals in the next 90 days. | Rep-Level Personal |
Dashboard
Renewals, expansion and win-back targets, dark accounts, rep activity and data gaps.
Behind the scenes
- Tracks each customer's status, lifetime value, most recent win and renewal date automatically.
- Counts open deals on every account, so customers with nothing in the pipeline stand out.
Everything the pack adds is labeled so it can't collide with what's already in your org, and any of it can be switched off.
Easy to adjust
- How long a customer counts as active, and how renewals are timed, can be adjusted if your contracts aren't annual.
Requirements
- Salesforce Professional Edition or higher
- A user with permission to install packages (usually System Administrator)
- No flows. This pack doesn’t count against your flow limits.
- About 30 minutes to install and set up
Read the install guide before you buy if you want to see exactly what's involved.