Altify Sales Process Status Dashboard

Provides a view of sales process activity and KPIs for opportunities with and without an Altify Sales Process

Specification:

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

    • Report: Open_Opps_plus_Sales_Process_Status
    • Component Type: Metric
      • Metric Label:
      • Measure: # Opportunities
    • Segment Colour Ranges:
      • Low Values Below: 1.0
      • High Values Above: 2.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: With/without a sales process

    
    
  • Total Pipeline

    • Report: Open_Opps_plus_Sales_Process_Status
    • Component Type: Metric
      • Metric Label:
      • Measure: Total Amount
    • Segment Colour Ranges:
      • Low Values Below: 1.0
      • High Values Above: 2.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Value of open opps with/without a sales process

    
    
  • % Pipeline Value with Sales Process

    • Report: Open_Opps_plus_Sales_Process_Status
    • Component Type: Metric
      • Metric Label:
      • Measure: Pipeline from Sales Process
    • 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:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: % of pipeline value from opps with a sales process

    
    
  • # Closed Opportunities

    • Report: OM_Win_Rates
    • Component Type: Metric
      • Metric Label:
      • Measure: # Opportunities
    • Segment Colour Ranges:
      • Low Values Below: 1.0
      • High Values Above: 2.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: With/without a sales process

    
    
  • Total Won Value

    • Report: Won_Deals_plus_Sales_Process_Status
    • Component Type: Metric
      • Metric Label:
      • Measure: Total Amount
    • Segment Colour Ranges:
      • Low Values Below: 1.0
      • High Values Above: 2.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Value of won deals with/without a sales process

    
    
  • Win Rate without Sales Process

    • Report: Win_Rates_without_Sales_Process
    • Component Type: Metric
      • Metric Label:
      • Measure: Win Rate (by Count)
    • Segment Colour Ranges:
      • Low Values Below: 15.0
      • High Values Above: 35.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Based on # closed deals without a sales process

    
    
  • Win Rate with Sales Process

    • Report: Win_Rates_with_Sales_Process
    • Component Type: Metric
      • Metric Label:
      • Measure: Win Rate (by Count)
    • Segment Colour Ranges:
      • Low Values Below: 15.0
      • High Values Above: 35.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Based on # closed deals with a sales process

    
    
  • # Users with Sales Process Activity, Last 90 Days

    • Report: SP_User_Activity_Last_90_Days
    • Component Type: Metric
      • Metric Label:
      • Measure: # Users
    • Segment Colour Ranges:
      • Low Values Below: 1.0
      • High Values Above: 2.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: See chart below for activity details, per user

    
    
  • # Opportunities with Sales Process Updates, Last 90 Days

    • Report: SP_Opp_Updates_Last_90_Days
    • Component Type: Metric
      • Metric Label:
      • Measure: # Opportunities
    • Segment Colour Ranges:
      • Low Values Below: 1.0
      • High Values Above: 2.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: See chart below for details on recent updates for open opportunities

    
    
  • Top Sales Process Users by Days of Activity in Last 90 Days - Activity on Sales Process Page

    • Report: SP_User_Activity_Last_90_Days
    • Component Type: Horizontal Bar Chart (with multiple groups)
      • X-axis: # Days with SP Activity
      • Y-axis Groups:
        • Altify Log > User > Name
        • Altify Log > Log Type
    • Max Groups Displayed: 30
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Increase Max Groups Displayed to see more users or view report to see all

    
    
  • Opportunity Sales Process Updates, Last 15 Days - For open opps with a sales process

    • Report: Sales_Process_Recent_Updates
    • Component Type: Table
      • Columns:
      • Opportunity > Name (type: grouping)
      • Opportunity > Stage (type: grouping)
      • Amount (type: aggregate)
      • # Updates (type: aggregate)
        • Segment Colour Ranges:
          • Low Values Below: 0.1
          • High Values Above: 0.5
          • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Based on logs of opportunity updates on the Sales Process page in the last 15 days only

    
    
  • Total Pipeline with/without Sales Process - All open opportunities

    • Report: Open_Opps_plus_Sales_Process_Status
    • Component Type: Donut
      • Value: Total Amount
      • Sliced by:
        • Opportunity > Altify Sales Process Status
    • Max Groups Displayed: 6
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate

    
    
  • # Opportunities with/without Sales Process - All open opportunities

    • Report: Open_Opps_plus_Sales_Process_Status
    • Component Type: Donut
      • Value: # Opportunities
      • Sliced by:
        • Opportunity > Altify Sales Process Status
    • Max Groups Displayed: 6
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate

    
    
  • Average Deal Size for Open Opportunities - With and without a sales process

    • Report: Open_Opps_plus_Sales_Process_Status
    • Component Type: Horizontal Bar Chart
      • X-axis: Average Amount
      • Y-axis Groups:
        • Opportunity > Altify Sales Process Status
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate

    
    
  • Top Owners by Open Pipeline with No Sales Process - Open opportunites with no sales process

    • Report: Open_Opps_without_Sales_Process
    • Component Type: Horizontal Bar Chart
      • X-axis: Total Amount
      • Y-axis Groups:
        • Opportunity > Owner > Name
    • Max Groups Displayed: 50
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Update Max Groups Displayed to see more owners or view full report

    
    
  • Top Owners by Open Pipeline with Sales Process - Open opportunities with a sales process

    • Report: Open_Opps_with_Sales_Process
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: Total Amount
      • Y-axis Groups:
        • Opportunity > Owner > Name
        • Opportunity > Altify Opportunity > Sales Process Name
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Update Max Groups Displayed to see more owners or view full report

    
    
  • Win Rate by Count and Sales Process Status

    • Report: OM_Win_Rates
    • Component Type: Horizontal Bar Chart
      • X-axis: Win Rate (by Count)
      • Y-axis Groups:
        • Opportunity > Altify Sales Process Status
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Based on number of deals won divided by number of deals closed, for deals with/without a sales process

    
    
  • Win Rate by Value and Sales Process Status

    • Report: OM_Win_Rates
    • Component Type: Horizontal Bar Chart
      • X-axis: Win Rate (by Value)
      • Y-axis Groups:
        • Opportunity > Altify Sales Process Status
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Based on value of deals won divided by value of deals closed, for deals with/without a sales process

    
    
  • Average Deal Size for Won Deals by Sales Process Status

    • Report: OM_Won_Deals
    • Component Type: Horizontal Bar Chart
      • X-axis: Average Amount
      • Y-axis Groups:
        • Opportunity > Altify Sales Process Status
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate

    
    
  • Average Age of Won Deals by Sales Process Status

    • Report: OM_Won_Deals
    • Component Type: Horizontal Bar Chart
      • X-axis: Average Age (Days)
      • Y-axis Groups:
        • Opportunity > Altify Sales Process Status
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate