Find accounts without activity in the last year

Question

How do I find the accounts that are dormant - ones where we haven't had a sale in the last year?

Answer

You can create a report to find the accounts that HAVE had activity in the last year, but there's not a built-in way to find the ones that HAVE NOT had activity in the last year. For that, you'll need to use Excel. Here's a video that shows how:

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