The Plan Status icons are automatic color-coded indicators that tell you how each opportunity plan is progressing, from a number of different perspectives.
The icon's color indicates whether the indicator is favorable:
- Green: Favorable
- Amber: Neutral
- Red: Unfavorable
- Blank: Not enough information available.
Hover over an icon to see what it represents.
If you click an icon, the Altify opportunity plan opens in a separate tab.
The following Plan Status indicators are available in TeamView when it is installed:
-
OPPORTUNITY: Is there an opportunity?
The color of the icon is determined by specific Assessment answers.
-
PROBLEMS: Are the business problems validated? Have you confirmed unique value?
The color of the icon is determined by specific Assessment answers and Insight Map information.
-
PEOPLE: Do you have support and alignment from the key people?
The color of the icon is determined by specific Assessment answers and relationship map information.
-
ACTIONS: Do you have planned actions in place?
the color of the icon is determined by specific Actions information.
-
T&I: Are you using Test & Improve?
The color of the icon is determined by specific Test & Improve information.
More information about the Plan Status calculations
In a particular view, your administrator may have added some or all of these.
The administrator can also define custom Plan Status indicators and add these to views.
If You Use Opportunity Plan Types
If you use opportunity plan types, a particular Plan Status icon may be irrelevant to one or more plan types (because these plan types don't include any of the information the icon's calculation is based on).
The administrator can configure Plan Status icons not to be shown for irrelevant plan types.
As a result, different opportunities may show different numbers of Plan Status icons.
If such an icon is displayed on a plan type for which its signal calculation can't be carried out, the icon is shown in its 'empty' state.
However, if partial information is available for the calculation, the software carries out the calculation based on the partial information.