Report: Altify Opp Assessment Status

Shows Assessment Status (Red/Amber/Green) plus assessment stats for open opportunities with an opportunity plan, grouped by overall Plan Status, Assessment Status and Stage

Specification:

• Report Type: AltfRep_Opportunities_plus_Altify_Status
• Format: Summary
  
• Group By:
  • Opportunity > Altify Plan Status
  • Opportunity > Altify Opportunity > Assessment Status
  • Opportunity > Stage


• Time Frame Filter:

  Column	Interval
  Opportunity > CloseDate	Range: All Time



• Other Filters:

  Column	Operator	Value
  1. Opportunity > IsClosed	equals	0
  2. Opportunity > Altify Plan Status	notEqual	No Plan



• Summary Formulas:

  Formula	DataType	Calculation
  # Opportunities	number	RowCount



• Report Columns:
  • Opportunity > Owner
  • Opportunity > Name
  • Opportunity > Amount
  • Opportunity > Altify Reporting Amount
  • Opportunity > CloseDate
  • Opportunity > Altify Opportunity > Assessment Score
  • Opportunity > Altify Opportunity > Assessment Competitor Count
  • Opportunity > Altify Opportunity > Assessment Answer Count
  • Opportunity > Altify Opportunity > Assessment Competitor Anwser Count
  • Opportunity > Altify Opportunity > Assessment Answer Last Updated