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