Expiring Projects Report
The Expiring Projects report lists open projects whose predicted close date is in the next two weeks, or has already passed. Use it to find deals that need follow-up, or close dates that need updating.
Accessing the Report
Reports > Sales > Projects > Expiring Projects
What's Included
A project appears when it:
- Is in an open stage
- Has a predicted close date on or before 14 days from today (today uses your timezone)
- Has a sales person assigned
- Is not marked non-sale
Projects whose predicted close date has already passed are included too. Their date is shown in red with an Expired tag.
The line above the table shows the last close date included.
Report Columns
| Column | Description |
|---|---|
| Contact | Client name |
| Project | Project title. Click it to open the project. |
| Sales Person | Assigned sales person. The heading uses your company's label for this field. |
| Stage | Current stage |
| Predicted Budget | Expected contract amount |
| Predicted Close Date | Expected close date. Red with an Expired tag if it has passed. |
Available Filters
| Filter | Description |
|---|---|
| Sales Person | Only projects assigned to this sales person |
The filter is kept in the page address, so you can bookmark a filtered view.
Sorting
The report opens sorted by predicted close date, earliest (most overdue) first. Click any column heading to sort by it.
Exporting
Click Export CSV to download the rows in the order shown. The export includes the project ID and an Expired (Yes/No) column.
Common Use Cases
- Weekly pipeline review: Work through expired projects first, then the ones closing soon
- Data hygiene: Update stale predicted close dates, or move dead deals to Lost
- Sales coaching: Filter by sales person to review their upcoming closes
Related Reports
- Open Projects - All open, won or lost projects
- Pipeline Reports - Pipeline by stage and division
- Sales Forecast - Revenue projections