Altify Insights Opportunity Dashboard

Activity and status for opportunity 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 opp selection.

Specification:

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

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

    
    
  • Pipeline Value

    • Report: Opportunities_plus_Map_Detail
    • Component Type: Metric
      • Metric Label: Closing CFY
      • Measure: Sum of Amount
    • Segment Colour Ranges:
      • Low Values Below: -1.0
      • High Values Above: 0.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;

    
    
  • % Open Opps with Maps

    • Report: Opportunities_plus_Map_Detail
    • Component Type: Metric
      • Metric Label: With rel map, insight map or both
      • Measure: % Opps 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;

    
    
  • % Opps with Good Rel Maps

    • Report: Opportunities_with_Rel_Map_Status
    • Component Type: Metric
      • Metric Label:
      • Measure: % Opps 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

    
    
  • % Opps with Good Insight Maps

    • Report: Opportunities_with_Insight_Map_Status
    • Component Type: Metric
      • Metric Label:
      • Measure: % Opps 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

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

    • Report: Opportunity_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 Mid + Late Stage Pipeline Value and Map Status - Closing CFY, closure probability >20%

    • Report: Opportunities_with_Map_Status
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: Sum of Amount
      • Y-axis Groups:
        • Opportunity > Owner
        • Row-level formula field (see definition on report page)
    • Sort By: Opportunity > Sum of Amount (descending)

    
    
  • Open Opps by Stage & Rel Map Status - Closing Current FY

    • Report: Opportunities_with_Rel_Map_Status
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: # Opportunities
      • Y-axis Groups:
        • Stage (bucket field)
        • Rel Map Status (bucket field)
    • Footer: Good rel maps have supportive key players, basic maps don't

    
    
  • Open Opps by Stage & Insight Map Status - Closing Current FY

    • Report: Opportunities_with_Insight_Map_Status
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: # Opportunities
      • Y-axis Groups:
        • Stage (bucket field)
        • Insight Map Status (bucket field)
    • Footer: Good insight maps have a completed section, basic maps don't

    
    
  • Pipeline by Stage & Rel Map Status - Closing Current FY

    • Report: Opportunities_with_Rel_Map_Status
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: Sum of Amount
      • Y-axis Groups:
        • Stage (bucket field)
        • Rel Map Status (bucket field)
    • Footer: Good rel maps have supportive key players, basic maps don't

    
    
  • Pipeline by Stage & Insight Map Status - Closing Current FY

    • Report: Opportunities_with_Insight_Map_Status
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: Sum of Amount
      • Y-axis Groups:
        • Stage (bucket field)
        • Insight Map Status (bucket field)
    • Footer: Good insight maps have a completed section, basic maps don't

    
    
  • Key Players on Opportunity Relationship Maps - Closing CFY, contacts by key player type

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

    
    
  • Confirmed Insights on Opportunity Insight Maps - Closing CFY, showing all insight types

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

    
    
  • Open Opps with No Key Players and No Insights Confirmed & Owned - Closing CFY, By Amount Descending

    • Report: Opportunities_with_Poor_Quality_Maps
    • Component Type: Table
      • Columns:
      • Opportunity > Name (type: grouping)
      • Opportunity > CloseDate (type: grouping)
      • Opportunity > Sum of Amount (type: aggregate)
    • Sort By: Opportunity > Sum of Amount (descending)