Report: Opportunities plus Map Detail

Shows the number and percentage of open opportunities, closing CFY, that have Altify relationship and/or insight maps

Specification:

  • Report Type: AltfRep_Opportunities_with_Map_Summary
  • Format: Summary
  • Group By:
    • Opportunity > Owner

  • Time Frame Filter:
    Column Interval
    Opportunity > CloseDate Range: Current FY

  • Other Filters:
    Column Operator Value
    1. Opportunity > Closed equals false

  • Row-level Formula:
    • Name: Has Maps (type: Number; api name: CDF1)
    • Formula: IF (AND ( NULLVALUE(Opportunity.ALTF__Altify_Opportunity__c.ALTF__Relationship_Map_Contact_Count__c, 0) == 0, NULLVALUE(Opportunity.ALTF__Altify_Opportunity__c.ALTF__Insight_Card_Count__c, 0) == 0), 0, 1)

  • Summary Formulas:
    Formula DataType Calculation
    # Opps with Maps number CDF1:SUM
    # Opportunities number RowCount
    % Opps with Maps percent IF (RowCount == 0, 0, CDF1:SUM / RowCount)

  • Report Columns:
    • Opportunity > Account
    • Opportunity > Name
    • Opportunity > Amount
    • Opportunity > Stage
    • Opportunity > Probability
    • Opportunity > CloseDate
    • Row-level formula field (see definition on report page)
    • Opportunity > Altify Opportunity > Relationship Map Contact Count
    • Opportunity > Altify Opportunity > Relationship Map Key Player Count
    • Opportunity > Altify Opportunity > Rel Map Supportive Key Player Count
    • Opportunity > Altify Opportunity > Insight Card Count
    • Opportunity > Altify Opportunity > Insight Cards Owned And Validated