Altify Insights Account Dashboard

Activity and status for account insight and relationship maps. Good relationship maps have key players who are supporters/mentors; good insight maps have a completed section, from goals to solutions. Add dashboard filters to refine account selection.

Specification:

• Sample Filters: (add locally appropriate filters and filter values as needed)
  
  
• Widgets:
  • # Accounts

    • Report: Accounts_with_Map_Status
    • Component Type: Metric
      • Metric Label:
      • Measure: # Accounts
    • Segment Colour Ranges:
      • Low Values Below: -1.0
      • High Values Above: 0.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;

    
    
  • % Accounts with Maps

    • Report: Accounts_with_Map_Status
    • Component Type: Metric
      • Metric Label:
      • Measure: % Accs with Maps
    • Segment Colour Ranges:
      • Low Values Below: 25.0
      • High Values Above: 50.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;

    
    
  • % Accs with Good Rel Maps

    • Report: Accounts_with_Map_Status
    • Component Type: Metric
      • Metric Label:
      • Measure: % Accs with Good Rel Maps
    • Segment Colour Ranges:
      • Low Values Below: 25.0
      • High Values Above: 50.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
    • Footer: Good maps have key players who are supporters/mentors

    
    
  • % Accs with Good Insight Maps

    • Report: Accounts_with_Map_Status
    • Component Type: Metric
      • Metric Label:
      • Measure: % Accs with Good Insight Maps
    • Segment Colour Ranges:
      • Low Values Below: 25.0
      • High Values Above: 50.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
    • Footer: Good maps have a completed section, from goals to solutions

    
    
  • Account Insight and Relationship Map Updates - Current FY by User

    • Report: Account_Map_Usage
    • Component Type: Horizontal Bar Chart (with multiple groups)
      • X-axis: # Days with Updates
      • Y-axis Groups:
        • Altify Log > User
        • Altify Log > Page

    
    
  • Owners by Account Annual Revenue and Map Status

    • Report: Accounts_with_Map_Status
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: Sum of Annual Revenue
      • Y-axis Groups:
        • Account > Owner
        • Map Status (bucket field)
    • Sort By: Account > Sum of AnnualRevenue (descending)

    
    
  • Accounts by Type & Rel Map Status - Swap Type for other fields as needed

    • Report: Accounts_with_Rel_Map_Status
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: # Accounts
      • Y-axis Groups:
        • Account > Type
        • Rel Map Status (bucket field)
    • Sort By: # Accounts (descending)
    • Footer: Good rel maps have supportive key players, basic maps don't

    
    
  • Accounts by Type & Insight Map Status - Swap Type for other fields as needed

    • Report: Accounts_with_Insight_Map_Status
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: # Accounts
      • Y-axis Groups:
        • Account > Type
        • Insight Map Status (bucket field)
    • Sort By: # Accounts (descending)
    • Footer: Good insight maps have a completed section, basic maps don't

    
    
  • Acc Revenue by Type & Rel Map Status - Swap Type for other fields as needed

    • Report: Accounts_with_Rel_Map_Status
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: Sum of Annual Revenue
      • Y-axis Groups:
        • Account > Type
        • Rel Map Status (bucket field)
    • Sort By: Account > Sum of AnnualRevenue (descending)
    • Footer: Good rel maps have supportive key players, basic maps don't

    
    
  • Acc Revenue by Type & Insight Map Status - Swap Type for other fields as needed

    • Report: Accounts_with_Insight_Map_Status
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: Sum of Annual Revenue
      • Y-axis Groups:
        • Account > Type
        • Insight Map Status (bucket field)
    • Sort By: Account > Sum of AnnualRevenue (descending)
    • Footer: Good insight maps have a completed section, basic maps don't

    
    
  • Key Players on Account Relationship Maps - Showing map contacts by key player type

    • Report: Account_Rel_Map_Contacts
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: # Contacts
      • Y-axis Groups:
        • Altify Contact Map Details > Account
        • Row-level formula field (see definition on report page)
    • Sort By: # Contacts (descending)

    
    
  • Confirmed Insights on Account Insight Maps - Showing all insight types

    • Report: Account_Insights_with_Contact_Detail
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: # Confirmed Insights
      • Y-axis Groups:
        • Altify Insight Card > Account
        • Altify Insight Card > Insight Type
    • Sort By: # Confirmed Insights (descending)

    
    
  • Accounts with No Key Players and No Insights Confirmed & Owned

    • Report: Accounts_with_Poor_Quality_Maps
    • Component Type: Table
      • Columns:
      • Account > Name (type: grouping)
      • Account > Type (type: grouping)
      • Account > Sum of AnnualRevenue (type: aggregate)
    • Sort By: Account > Sum of AnnualRevenue (descending)