Report: Opportunities with Map Status

Reports on open opportunities, closing CFY, with their relationship and insight map status, grouped by sales cycle stage and the quality of their associated maps

Specification:

  • Report Type: AltfRep_Opportunities_with_Map_Summary
  • Format: Summary
  • Group By:
    • Opportunity > Owner
    • Stage (bucket field)
    • Row-level formula field (see definition on report page)

  • Bucket Fields:
    • 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
    2. Opportunity > Probability greaterThan 20.0

  • Row-level Formula:
    • Name: Map Status (type: Text; 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. No Maps', IF (OR( Opportunity.ALTF__Altify_Opportunity__c.ALTF__Relationships_Score__c > 0.33, Opportunity.ALTF__Altify_Opportunity__c.ALTF__Insights_Score__c > 0.33), '2. Good Insight and/or Rel Map', '1. Basic Insight and/or Rel Map'))

  • Summary Formulas:
    Formula DataType Calculation
    # Opportunities number RowCount

  • Report Columns:
    • Opportunity > Account
    • Opportunity > Name
    • Opportunity > Amount
    • Opportunity > Stage
    • Opportunity > Probability
    • Opportunity > CloseDate
    • Opportunity > Altify Opportunity > Relationships Status
    • Opportunity > Altify Opportunity > Relationships Score
    • 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 > Insights Status
    • Opportunity > Altify Opportunity > Insights Score
    • Opportunity > Altify Opportunity > Insight Card Count
    • Opportunity > Altify Opportunity > Insight Cards Owned And Validated