Report: Opportunities with Insight Map Status

Reports on open opportunities, closing CFY, and their Altify insight map status

Specification:

• Report Type: AltfRep_Opportunities_with_Map_Summary
• Format: Summary
  
• Group By:
  • Opportunity > Owner
  • Insight Map Status (bucket field)
  • Stage (bucket field)


• Bucket Fields:
  • Bucket Name: Insight Map Status
  • Source Field: Opportunity > Altify Opportunity > Insights Status (type: picklist)
  • Bucket Remaining Values as Other: false

  Bucket	Values
  Basic Map	Red
  Good Map	Amber; Green;

  • Bucket Name: Stage
  • Source Field: Opportunity > Probability (type: number)
  • Bucket Remaining Values as Other: false

  Bucket	Values
  Lost	<= 0
  Early Stage	> 0 and <= 20
  Mid Stage	> 20 and <= 70
  Late Stage	> 70 and <= 99
  Won	> 99



• Time Frame Filter:

  Column	Interval
  Opportunity > CloseDate	Range: Current FY



• Other Filters:

  Column	Operator	Value
  1. Opportunity > Closed	equals	false



• Row-level Formula:
  • Name: Is Good Map (type: Number; api name: CDF1)
  • Description: 1 for opps with Amber/Green status, 0 for Red status or no insight map
  • Formula: IF(OR( NULLVALUE(Opportunity.ALTF__Altify_Opportunity__c.ALTF__Insight_Card_Count__c, 0) == 0, ISPICKVAL(Opportunity.ALTF__Altify_Opportunity__c.ALTF__Insights_Status__c, 'Red')), 0, 1)


• Summary Formulas:

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



• Report Columns:
  • Opportunity > Name
  • Opportunity > Stage
  • Opportunity > Amount
  • Opportunity > CloseDate
  • Opportunity > Altify Opportunity > Insight Card Count
  • Opportunity > Altify Opportunity > Insight Section Count
  • Opportunity > Altify Opportunity > Insight Cards Owned And Validated
  • Opportunity > Altify Opportunity > Insight Map Last Updated
  • Opportunity > Altify Opportunity > Insights Score
  • Opportunity > Altify Opportunity > Insights Status
  • Row-level formula field (see definition on report page)