Report: Unplanned Pipeline

Shows the cumulative value of open opportunities created in Current FY and not included in account plans, grouped by account, account owner and account type

Specification:

  • Report Type: AltfRep_Acc_Opps_with_without_Altify_Acc_Opps
  • Format: Summary
  • Group By:
    • Account > Type
    • Account > Owner
    • Account > Name

  • Time Frame Filter:
    Column Interval
    Account > CreatedDate Range: All Time

  • Other Filters:
    Column Operator Value
    1. Opportunity > CreatedDate equals THIS FISCAL YEAR
    2. Opportunity > IsClosed equals 0

  • Cross Filters: Account.Opportunities without Altify Account Opportunity

  • Summary Formulas:
    Formula DataType Calculation
    # Opportunities number Opportunity.Id:UNIQUE
    Pipeline Amount currency Opportunity.Altify_Reporting_Amount__c.CONVERT:SUM

  • Report Columns:
    • Opportunity > Name
    • Opportunity > Amount
    • Opportunity > Altify Reporting Amount
    • Opportunity > StageName
    • Opportunity > Probability
    • Opportunity > CloseDate