Report: OM Opportunity Updates Last 15 Days

Shows, for open opportunities with an opportunity plan, the number of updates on key Opportunity Manager pages in the last 15 days, grouped by Opportunity Owner

Specification:

• Report Type: AltfRep_Opportunities_with_without_Altify_Logs
• Format: Summary
  
• Group By:
  • Update Status (bucket field)
  • Opportunity > Name
  • Opportunity > Stage


• Bucket Fields:
  • Bucket Name: Update Status
  • Source Field: Altify Log > Log Count (type: number)
  • Bucket Remaining Values as Other: false

  Bucket	Values
  Plan Not Updated	<= 0
  Plan Updated	> 0



• Time Frame Filter:

  Column	Interval
  Opportunity > CreatedDate	Range: All Time



• Other Filters:

  Column	Operator	Value
  1. Opportunity > IsClosed	equals	0
  2. Opportunity > Altify Plan Status	notEqual	No Plan
  3. Altify Log > Log Date	equals	LAST 15 DAYS
  4. Altify Log > Page	equals	Assessment,Relationships,Criteria,Insight Map,Strategy,Actions,Test & Improve
  5. Altify Log > Log Type	equals	Update



• Summary Formulas:

  Formula	DataType	Calculation
  Amount	currency	Opportunity.Altify_Reporting_Amount__c.CONVERT:SUM
  # Updates	number	ALTF__Log__c.Log_Count__c:SUM
  # Opportunities	number	Opportunity.Id:UNIQUE



• Report Columns:
  • Opportunity > Owner
  • Opportunity > Amount
  • Opportunity > Altify Reporting Amount
  • Opportunity > CloseDate
  • Altify Log > Log Date
  • Altify Log > Page