Report: Won Deals with Avg Age and Amount

Shows details, including average age and amount, for won opportunities, grouped by Opportunity Plan Status and whether the opportunity had an associated sales process

Specification:

  • Report Type: AltfRep_Opportunities_plus_Altify_Status
  • Format: Summary
  • Group By:
    • Plan Status (bucket field)
    • Opportunity > Altify Sales Process Status

  • Bucket Fields:
    • Bucket Name: Plan Status
    • Source Field: Opportunity > Altify Plan Status (type: text)
    • Bucket Remaining Values as Other: false
      • Bucket Values
      0. No Plan No Plan
      1. Red Red
      2. Amber Amber
      3. Green Green

  • Time Frame Filter:
    Column Interval
    Opportunity > CloseDate Range: All Time

  • Other Filters:
    Column Operator Value
    1. Opportunity > IsClosed equals 1
    2. Opportunity > IsWon equals 1

  • Row-level Formula:
    • Name: Age (type: Double; api name: CDF1)
    • Formula: Opportunity.CloseDate - DATEVALUE(Opportunity.CreatedDate)

  • Summary Formulas:
    Formula DataType Calculation
    # Opportunities number RowCount
    Average Amount currency Opportunity.Altify_Reporting_Amount__c.CONVERT:AVG
    Average Age (Days) number CDF1:AVG

  • Report Columns:
    • Opportunity > Owner
    • Opportunity > Name
    • Opportunity > Amount
    • Opportunity > Altify Reporting Amount
    • Opportunity > CreatedDate
    • Opportunity > CloseDate
    • Row-level formula field (defined above)