Use the action due date to find missed follow-up
Synthetic review date is 20 October, with overdue meaning a due date before that date. O-144’s next action was due on 17 October, even though a staff note was added on 19 October. O-145 is due today and O-146 has no next action assigned. A recent note does not complete an overdue action; an absent date is a planning gap, not zero days overdue.
| Opportunity | Next action due | Last activity | Review result on 20 October |
|---|---|---|---|
| O-144 | 17 October; pending | 19 October staff note | 3 days overdue |
| O-145 | 20 October; pending | 18 October call | Due today; not overdue |
| O-146 | Not assigned | 19 October reply | Missing next action |
Close or replan the specific action
- Select open opportunities
- Read pending action and due date
- Separate overdue, due today and missing
- Record completion or revised plan
A revised due date must keep the earlier missed date and reason visible rather than clearing the history.
O-144 receives another staff note today. How many days overdue is its still-pending action?
Show the worked answer
Still three days. The 17 October action date has not changed and the action has not been completed.
Calendar-day arithmetic is synthetic and excludes working-day calendars. The task is sales follow-up, distinct from general exception-queue ageing.