Question

A sales manager wants a report that lists all Accounts that do NOT have any related Opportunities, so the team can prioritize outreach to inactive customers. Which reporting feature should the administrator use to build this report?

Accepted Answer

Add a cross filter on the Accounts report using 'without Opportunities'

Answer

Create a bucket column that groups Accounts by Opportunity count

Answer

Add a standard field filter where Opportunity Name equals blank

Answer

Use a summary formula (PARENTGROUPVAL) to count Opportunities per Account