Report: Won Deals with Avg Age and Amount

Shows details, including average age and amount, for won opportunities, grouped by Opportunity Plan Status and whether the opportunity had an associated sales process

Specification:

• Report Type: AltfRep_Opportunities_plus_Altify_Status
• Format: Summary
  
• Group By:
  • Plan Status (bucket field)
  • Opportunity > Altify Sales Process Status


• Bucket Fields:
  • Bucket Name: Plan Status
  • Source Field: Opportunity > Altify Plan Status (type: text)
  • Bucket Remaining Values as Other: false

  Bucket	Values
  0. No Plan	No Plan
  1. Red	Red
  2. Amber	Amber
  3. Green	Green



• Time Frame Filter:

  Column	Interval
  Opportunity > CloseDate	Range: All Time



• Other Filters:

  Column	Operator	Value
  1. Opportunity > IsClosed	equals	1
  2. Opportunity > IsWon	equals	1



• Row-level Formula:
  • Name: Age (type: Double; api name: CDF1)
  • Formula: Opportunity.CloseDate - DATEVALUE(Opportunity.CreatedDate)


• Summary Formulas:

  Formula	DataType	Calculation
  # Opportunities	number	RowCount
  Average Amount	currency	Opportunity.Altify_Reporting_Amount__c.CONVERT:AVG
  Average Age (Days)	number	CDF1:AVG



• Report Columns:
  • Opportunity > Owner
  • Opportunity > Name
  • Opportunity > Amount
  • Opportunity > Altify Reporting Amount
  • Opportunity > CreatedDate
  • Opportunity > CloseDate
  • Row-level formula field (defined above)