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