Altify Relationships Dashboard

Activity, contact detail and overall status for opportunity and account rel maps. Note for opp rel map status: Red = no supportive key players; Amber = has supportive key players; Green = has supportive key players who are decision makers / approvers.

Specification:

• Sample Filters: (add locally appropriate filters and filter values as needed)
  
  
• Widgets:
  • % Opps with a Relationship Map

    • Report: Opps_with_Relationships_Status
    • Component Type: Metric
      • Metric Label: Open opportunities, CFY
      • Measure: % Opps with Maps
    • Segment Colour Ranges:
      • Low Values Below: 33.0
      • High Values Above: 65.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
    • Dashboard Filter Columns:
    • Footer: Opps have a map if they have at least one map contact

    
    
  • % Opps with Good Map Status

    • Report: Opps_with_Relationships_Status
    • Component Type: Metric
      • Metric Label: Based on maps with amber/green status
      • Measure: % Opps with Amber/Green Maps
    • Segment Colour Ranges:
      • Low Values Below: 25.0
      • High Values Above: 50.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
    • Dashboard Filter Columns:
    • Footer: A good map has key players who are supporters/mentors

    
    
  • % Accounts with a Relationship Map

    • Report: Accs_with_Relationships_Status
    • Component Type: Metric
      • Metric Label: All accounts
      • Measure: % Accs with Maps
    • Segment Colour Ranges:
      • Low Values Below: 33.0
      • High Values Above: 67.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
    • Dashboard Filter Columns:
    • Footer: Accs have a map if they have at least one map contact

    
    
  • % Accounts with Good Map Status

    • Report: Accs_with_Relationships_Status
    • Component Type: Metric
      • Metric Label: Based on maps with supportive key player
      • Measure: % Accs with Supportive Key Players
    • Segment Colour Ranges:
      • Low Values Below: 25.0
      • High Values Above: 50.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
    • Dashboard Filter Columns:
    • Footer: A good map has key players who are supporters/mentors

    
    
  • Opportunity Relationship Map Usage - # Days with Activity & Updates, by User

    • Report: Opportunity_Rel_Map_Usage
    • Component Type: Horizontal Bar Chart
      • X-axis: # Days with Updates
      • Y-axis Groups:
        • Altify Log > User
    • Dashboard Filter Columns:

    
    
  • Account Relationship Map Usage - # Days with Activity & Updates, by User

    • Report: Account_Rel_Map_Usage
    • Component Type: Horizontal Bar Chart
      • X-axis: # Days with Updates
      • Y-axis Groups:
        • Altify Log > User
    • Dashboard Filter Columns:

    
    
  • Number of Opps by Rel Map Status

    • Report: Opps_with_Relationships_Status
    • Component Type: Donut
      • Value: # Opportunities
      • Sliced by:
        • Rel Map Status (bucket field)
    • Max Groups Displayed: 6
    • Dashboard Filter Columns:

    
    
  • Opp Value by Rel Map Status

    • Report: Opps_with_Relationships_Status
    • Component Type: Donut
      • Value: Sum of Amount
      • Sliced by:
        • Rel Map Status (bucket field)
    • Max Groups Displayed: 6
    • Dashboard Filter Columns:

    
    
  • Number of Accounts by Rel Map Status

    • Report: Accs_with_Relationships_Status
    • Component Type: Donut
      • Value: # Accounts
      • Sliced by:
        • Account > Rel Map Status
    • Dashboard Filter Columns:

    
    
  • Top Opportunities with Maps by Number of Contacts - Open Opps, CFY, showing key player types

    • 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 this page)
    • Max Groups Displayed: 30
    • Dashboard Filter Columns:
    • Footer: Supportive: KP is supporter/mentor; Some Cover: KP not a supporter but have engaged; No Cover: no contact with KP;

    
    
  • Top Accounts with Maps by Number of Contacts - Showing key player types

    • 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 this page)
    • Max Groups Displayed: 30
    • Dashboard Filter Columns:
    • Footer: Supportive: KP is supporter/mentor; Some Cover: KP not a supporter but have engaged; No Cover: no contact with KP;

    
    
  • Top Owners by Number of Opportunities - With Rel Map Status

    • Report: Opps_with_Relationships_Status
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: # Opportunities
      • Y-axis Groups:
        • Opportunity > Owner
        • Rel Map Status (bucket field)
    • Max Groups Displayed: 30
    • Dashboard Filter Columns:

    
    
  • Top Owners by Number of Accounts - With Rel Map Status

    • Report: Accs_with_Relationships_Status
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: # Accounts
      • Y-axis Groups:
        • Account Owner
        • Account > Rel Map Status
    • Max Groups Displayed: 30
    • Dashboard Filter Columns:

    
    
  • Top Owners by Opp Value - With Rel Map Status

    • Report: Opps_with_Relationships_Status
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: Sum of Amount
      • Y-axis Groups:
        • Opportunity > Owner
        • Rel Map Status (bucket field)
    • Max Groups Displayed: 30
    • Dashboard Filter Columns: