Report: Opportunity Rel Map Contacts

Shows contacts and attributes on relationship maps for open opportunities, closing CFY, by opportunity owner and contact type

Specification:

  • Report Type: AltfRep_Relationship_Map_Details
  • Format: Summary
  • Group By:
    • Altify Contact Map Details > Opportunity > Owner
    • Altify Contact Map Details > Opportunity
    • Row-level formula field (see definition on report page)

  • Time Frame Filter:
    Column Interval
    Altify Contact Map Details > Opportunity > CloseDate Range: Current FY

  • Other Filters:
    Column Operator Value
    1. Altify Contact Map Details > Opportunity notEqual blank
    2. Altify Contact Map Details > Opportunity > Closed equals false

  • Row-level Formula:
    • Name: Contact Type (type: Text; api name: CDF1)
    • Formula: IF ( OR( ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Political__c,'Inner Circle'), ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Political__c,'Political Structure')), IF ( OR( ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Status__c, 'Mentor'), ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Status__c, 'Supporter') ), 'Key Player, Supporter/Mentor', IF (OR( ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Coverage Coverage is a relationship map attribute that indicates how much you've been in touch with a contact. There are several possible Coverage values: Unknown, No Contact, Brief Contact, Multiple Contacts, and In Depth.__c, 'In-depth'), ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Coverage Coverage is a relationship map attribute that indicates how much you've been in touch with a contact. There are several possible Coverage values: Unknown, No Contact, Brief Contact, Multiple Contacts, and In Depth.__c, 'Multiple contacts'), ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Coverage Coverage is a relationship map attribute that indicates how much you've been in touch with a contact. There are several possible Coverage values: Unknown, No Contact, Brief Contact, Multiple Contacts, and In Depth.__c,'Brief contact')), 'Key Player, Some Coverage Coverage is a relationship map attribute that indicates how much you've been in touch with a contact. There are several possible Coverage values: Unknown, No Contact, Brief Contact, Multiple Contacts, and In Depth.', 'Key Player, No Coverage Coverage is a relationship map attribute that indicates how much you've been in touch with a contact. There are several possible Coverage values: Unknown, No Contact, Brief Contact, Multiple Contacts, and In Depth.')), 'Non Key Player')

  • Summary Formulas:
    Formula DataType Calculation
    # Contacts number RowCount
    # Opportunity Maps number ALTF__Contact_Map_Details__c.ALTF__Opportunity__c.Id:UNIQUE

  • Report Columns:
    • Altify Contact Map Details > Opportunity > Stage
    • Altify Contact Map Details > Account
    • Altify Contact Map Details > Contact
    • Altify Contact Map Details > Contact > Title
    • Altify Contact Map Details > Political Status
    • Altify Contact Map Details > Buyer Role
    • Altify Contact Map Details > Support
    • Altify Contact Map Details > Coverage Coverage is a relationship map attribute that indicates how much you've been in touch with a contact. There are several possible Coverage values: Unknown, No Contact, Brief Contact, Multiple Contacts, and In Depth.
    • Altify Contact Map Details > Is Key Player