create overview of sales activites

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Helo, I like to setup av simples overview of companies that we will approach during 2026, and the progress of that.

My idea is to create 

  1. selection of companies with a certain tag
  2. selection of companies with the tag, and an acitivity created during 2026
  3. selection of comapnies with the tag, and an slaes object created during 2026.

ideally, I would litke to have the companies disaapear from selection 1 when they have an acitivity created, and they should also disappear from the selection 2 when we have created an sales object.

IS the above duable?

If so, pls advice how to do the setup. I would to display this within a dashboard for our company.

TIA

Peter

 

16 Jan 2026 | 11:27 AM

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