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Customers With No Recent Activity (30 Days)

The Customers With No Recent Activity (30 Days) data model identifies customers who have had no invoice activity in the last 30 days. It includes details like last activity date and invoice count, making it easy to spot inactive accounts that may need follow up.

How to use this data model​

  • Identify inactive customers who haven't generated any invoices in the last 30 days.
  • Review last activity dates to understand how long each customer has been inactive.
  • Prioritize follow ups by focusing on recently inactive accounts before they go dormant.

Available views​

ViewTypeWhat it shows
Customers With No Recent ActivityWorksheetLists customers with no invoice activity in the last 30 days with their last activity date and invoice count.