Reporting Package

The Altify reporting package provides dashboards that give a full view of planning activity and KPIs for accounts and opportunities within each of the following Altify products: Account Manager, Opportunity Manager and Sales Process Manager.

For help with installing, see Installing the Reporting Package.

A Dashboard is available for each product. It provides a full POV of the following:

• Leading Indicators (open opportunities)

  • User Activity

  • Account/Opportunity Activity

  • Plan Quality

• Lagging Indicators (closed opportunities)

  • Impact

Open the Dashboards app (in Lightning mode) and navigate to the Altify Status Dashboards folder to access this data.

The three dashboards (for AM, OM and SPM) share the same basic structure, as shown below.

For a detailed specification of all dashboard components, including custom fields, report types and reports, see the following:

• Altify Account Status Dashboard

• Altify Opportunity Status Dashboard

• Altify Sales Process Status Dashboard