Report: Accounts with Map Status

Reports on accounts and their relationship and insight map status, grouped by the quality of their associated maps

Specification:

  • Report Type: AltfRep_Accounts_with_without_Completeness
  • Format: Summary
  • Group By:
    • Account > Owner
    • Account > Type
    • Map Status (bucket field)

  • Bucket Fields:
    • Bucket Name: Map Status
    • Source Field: Altify Account Completeness > Map Status (type: number)
    • Bucket Remaining Values as Other: false
      • Bucket Values
      0. No Maps <= 0
      1. Basic Insight and/or Rel map > 0 and <= 1
      2. Good Insight and/or Rel map > 1

  • Time Frame Filter:
    Column Interval
    Account > CreatedDate Range: All Time

  • Other Filters:
    Column Operator Value
    1. Altify Account Completeness > Altify Account Manager Plan Type equals blank

  • Summary Formulas:
    Formula DataType Calculation
    # Accounts number Account.Id:UNIQUE
    % Accs with Maps percent ALTF__Altify_Account_Completeness__c.Has_Maps__c:SUM / Account.Id:UNIQUE
    % Accs with Good Rel Maps percent ALTF__Altify_Account_Completeness__c.Has_Good_Rel_Map__c:SUM / Account.Id:UNIQUE
    % Accs with Good Insight Maps percent ALTF__Altify_Account_Completeness__c.Has_Good_Insight_Map__c:SUM / Account.Id:UNIQUE

  • Report Columns:
    • Account > Name
    • Account > Industry
    • Account > AnnualRevenue
    • Altify Account Completeness > Relationships Score
    • Altify Account Completeness > Relationships Status
    • Altify Account Completeness > Relationships Contact Count
    • Altify Account Completeness > Relationships Key Player Count
    • Altify Account Completeness > Relationship Supportive Key Player Count
    • Altify Account Completeness > Relationships Map Last Updated
    • Altify Account Completeness > Insights Score
    • Altify Account Completeness > Insights Status
    • Altify Account Completeness > Insights Map Card Count
    • Altify Account Completeness > Insights Map Section Count
    • Altify Account Completeness > Insights Map Card Owned And Validated
    • Altify Account Completeness > Insights Map Last Updated