Report: Opportunity Insights with Contact Detail

Provides insight card details for open opportunities, closing CFY, including associated insight card contacts

Specification:

• Report Type: AltfRep_Insight_Cards_with_without_Contacts
• Format: Summary
  
• Group By:
  • Altify Insight Card > Opportunity
  • Altify Insight Card > Insight Type


• Time Frame Filter:

  Column	Interval
  Altify Insight Card > CreatedDate	Range: All Time



• Other Filters:

  Column	Operator	Value
  1. Altify Insight Card > Opportunity > Closed	equals	false
  2. Altify Insight Card > Opportunity	notEqual	blank
  3. Altify Insight Card > Opportunity > CloseDate	equals	THIS_YEAR



• Summary Formulas:

  Formula	DataType	Calculation
  # Confirmed Insights	number	ALTF__Insight_Card__c.ALTF__Confirmed__c:SUM
  # Unconfirmed Insights	number	ALTF__Insight_Card__c.Id:UNIQUE - ALTF__Insight_Card__c.ALTF__Confirmed__c:SUM
  # Insights	number	ALTF__Insight_Card__c.Id:UNIQUE



• Report Columns:
  • Altify Insight Card > CreatedBy
  • Altify Insight Card > CreatedDate
  • Altify Insight Card > Confirmed
  • Altify Insight Card > Private
  • Altify Insight Card > Short Description
  • Altify Insight Card > Long Description
  • Altify Insight Card > Impact
  • Altify Insight Card > Priority
  • Altify Insight Card > Pressure Type
  • Altify Insight Card > Solution
  • Altify Insight Node Contact > Contact
  • Altify Insight Node Contact > Contact > Title
  • Altify Insight Node Contact > Insight Contact Type
  • Altify Insight Card > Opportunity > Amount
  • Altify Insight Card > Opportunity > Stage
  • Altify Insight Card > Opportunity > CloseDate