Report: Unplanned Pipeline

Shows the cumulative value of open opportunities created in Current FY and not included in account plans, grouped by account, account owner and account type

Specification:

• Report Type: AltfRep_Acc_Opps_with_without_Altify_Acc_Opps
• Format: Summary
  
• Group By:
  • Account > Type
  • Account > Owner
  • Account > Name


• Time Frame Filter:

  Column	Interval
  Account > CreatedDate	Range: All Time



• Other Filters:

  Column	Operator	Value
  1. Opportunity > CreatedDate	equals	THIS FISCAL YEAR
  2. Opportunity > IsClosed	equals	0



• Cross Filters: Account.Opportunities without Altify Account Opportunity


• Summary Formulas:

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



• Report Columns:
  • Opportunity > Name
  • Opportunity > Amount
  • Opportunity > Altify Reporting Amount
  • Opportunity > StageName
  • Opportunity > Probability
  • Opportunity > CloseDate