Report: Accounts with Poor Quality Maps
Reports on accounts which have no key players and no insights that are confirmed and owned by a relevant contact
Specification:
- Report Type: AltfRep_Accounts_with_without_Completeness
- Format: Summary
- Group By:
- Account > Owner
- Account > Type
- 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 2. Altify Account Completeness > Relationships Key Player Count equals 0 3. Altify Account Completeness > Insights Map Card Owned And Validated equals 0 - Summary Formulas:
Formula DataType Calculation # Accounts number 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