Altify Account Status Dashboard

Provides a view of planning activity and pipeline for accounts based on their status within different Altify Account Plan types

Specification:

Sample Filters: (add locally appropriate filters and filter values as needed)
- Manager
- Account Type
Widgets:
- Potential Planned Pipeline
  - Report: Altify_Planned_Pipeline
  - Component Type: Metric
    Metric Label: Opps added to account plans, Current FY
    Measure: Potential Planned Pipeline
  - Segment Colour Ranges:
    Low Values Below: 1.0
    High Values Above: 2.0
    Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
  - Dashboard Filter Columns:
    Altify Account Opportunity > Account > Owner > Manager
    Altify Account Opportunity > Account > Type
  - Footer: Includes potential plan opportunities only
- Current Planned Pipeline
  - Report: Altify_Planned_Pipeline
  - Component Type: Metric
    Metric Label: Opps added to account plans, Current FY
    Measure: Actual Planned Pipeline
  - Segment Colour Ranges:
    Low Values Below: 1.0
    High Values Above: 2.0
    Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
  - Dashboard Filter Columns:
    Altify Account Opportunity > Account > Owner > Manager
    Altify Account Opportunity > Account > Type
  - Footer: Includes current (open) plan opportunities only
- % Value Qualified from Potential
  - Report: Altify_Planned_Pipeline
  - Component Type: Metric
    Metric Label: Opps added to account plans, Current FY
    Measure: Qualified from Potential
  - Segment Colour Ranges:
    Low Values Below: 25.0
    High Values Above: 50.0
    Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
  - Dashboard Filter Columns:
    Altify Account Opportunity > Account > Owner > Manager
    Altify Account Opportunity > Account > Type
  - Footer: % of current opp value qualified from potential
- Total Unplanned Pipeline
  - Report: Unplanned_Pipeline
  - Component Type: Metric
    Metric Label: Opportunities created in Current FY
    Measure: Pipeline Amount
  - Segment Colour Ranges:
    Low Values Below: -1.0
    High Values Above: 0.0
    Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
  - Dashboard Filter Columns:
    Account > Owner > Manager
    Account > Type
  - Footer: Includes only open opportunities not in plans
- Top Account Manager Users by Days of Activity - Based on AM Activity in Current FY
  - Report: AM_User_Activity_Current_FY
  - Component Type: Horizontal Bar Chart (with multiple groups)
    X-axis: # Days with AM Activity
    Y-axis Groups:
    Altify Log > User > Name
    Altify Log > Log Type
  - Dashboard Filter Columns:
    Altify Log > Account > Owner > Manager
    Altify Log > Account > Type
  - Footer: Increase Max Groups Displayed to see more users or view report to see all
- Account-specific Plan Updates, Last 30 Days - For accounts in account plans
  - Report: Account_Manager_Updates_Last_30_Days
  - Component Type: Table
    Columns:
    Account > Name (type: grouping)
    Account > Type (type: grouping)
    # Updates (type: aggregate)
    Segment Colour Ranges:
    Low Values Below: 0.1
    High Values Above: 0.5
    Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
  - Dashboard Filter Columns:
    Account > Owner > Manager
    Account > Type
  - Footer: Based on logs of account updates on key Account Manager pages in the last 30 days only
- Overall Account Status by Plan Type - For accounts in account plans
  - Report: Account_Status_by_Plan_Type
  - Component Type: Stacked Horizontal Bar Chart
    X-axis: # Accounts
    Y-axis Groups:
    Altify Account Completeness > Plan Type > Name
    Altify Account Completeness > Account Status
  - Max Groups Displayed: 50
  - Dashboard Filter Columns:
    Account > Owner > Manager
    Account > Type
  - Footer: Overall status (red, amber, green) is based on the combined quality of relationships, insights, objectives, whitespace & account plan answers for an account in a given plan. For details, expand widget & click in top RH corner.
  - Custom Link: Account Completeness
- Insights Status by Account Plan Type
  - Report: Insights_Status_by_Plan_Type
  - Component Type: Stacked Horizontal Bar Chart
    X-axis: # Accounts
    Y-axis Groups:
    Altify Account Completeness > Plan Type > Name
    Altify Account Completeness > Insights Status
  - Dashboard Filter Columns:
    Account > Owner > Manager
    Account > Type
  - Footer: Having maps with completed sections & confirmed cards leads to better insights and improved insights status
- Relationships Status by Account Plan Type
  - Report: Relationships_Status_by_Plan_Type
  - Component Type: Stacked Horizontal Bar Chart
    X-axis: # Accounts
    Y-axis Groups:
    Altify Account Completeness > Plan Type > Name
    Altify Account Completeness > Relationships Status
  - Max Groups Displayed: 50
  - Dashboard Filter Columns:
    Account > Owner > Manager
    Account > Type
  - Footer: Having supportive key player contacts on relationship maps is key to improving account relationships status
- Account Objectives by Type and Status - For accounts in account plans
  - Report: Account_Objectives_Status
  - Component Type: Stacked Horizontal Bar Chart
    X-axis: # Objectives
    Y-axis Groups:
    Altify Account Objective > Type
    Altify Account Objective > Status
  - Dashboard Filter Columns:
    Altify Account Objective > Account > Owner > Manager
    Altify Account Objective > Account > Type
  - Footer: Objectives of type 'Other' are auto-created for each account in an account plan and are not included here
- Account Objective Actions by Type and Status - For accounts in account plans
  - Report: Account_Objective_Actions_Status
  - Component Type: Stacked Horizontal Bar Chart
    X-axis: # Objective Actions
    Y-axis Groups:
    Activity > Altify Objective > Type
    Activity > Status
  - Dashboard Filter Columns:
    Account > Owner > Manager
    Account > Type
- Account Status Detail by Plan Type
  - Report: Account_Status_by_Plan_Type
  - Component Type: Table
    Columns:
    Account > Owner > Name (type: detail)
    Account > Name (type: detail)
    Account > Type (type: detail)
    Altify Account Completeness > Plan Type > Name (type: detail)
    Altify Account Completeness > Most Recent Account Plan > Name (type: detail)
    Altify Account Completeness > Most Recent Account Plan > Updated (type: detail)
    Altify Account Completeness > Account Completeness (type: detail)
    Altify Account Completeness > Account Status (type: detail)
  - Dashboard Filter Columns:
    Account > Owner > Manager
    Account > Type
  - Footer: Overall status (red, amber, green) is based on the combined quality of relationships, insights, objectives, whitespace & account plan answers for an account in a given plan. For details, expand widget & click in top RH corner.
  - Custom Link: Account Completeness
- Planned Pipeline, Potential and Current - Opps added to account plans, Current FY
  - Report: Altify_Planned_Pipeline
  - Component Type: Donut
    Value: Planned Pipeline
    Sliced by:
    Altify Account Opportunity > Qualified Type
  - Max Groups Displayed: 6
  - Dashboard Filter Columns:
    Altify Account Opportunity > Account > Owner > Manager
    Altify Account Opportunity > Account > Type
  - Footer: 'Was Qualified' indicates a current opportunity that was qualified from potential
- # Opportunities in Plans, Potential and Current - Opps added to account plans, Current FY
  - Report: Altify_Planned_Pipeline
  - Component Type: Donut
    Value: # Opportunities
    Sliced by:
    Altify Account Opportunity > Qualified Type
  - Max Groups Displayed: 6
  - Dashboard Filter Columns:
    Altify Account Opportunity > Account > Owner > Manager
    Altify Account Opportunity > Account > Type
  - Footer: 'Was Qualified' indicates a current opportunity that was qualified from potential
- Current and Potential Pipeline Value by Solution - Opps added to account plans, Current FY
  - Report: Current_Potential_Opps_by_Solution
  - Component Type: Stacked Horizontal Bar Chart
    X-axis: Planned Pipeline
    Y-axis Groups:
    Altify Account Opportunity > Solution
    Altify Account Opportunity > Qualified Type
  - Max Groups Displayed: 60
  - Dashboard Filter Columns:
    Altify Account Opportunity > Account > Owner > Manager
    Altify Account Opportunity > Account > Type
  - Footer: Increase Max Groups Displayed to see more solutions or view report to see all
- # Current and Potential Opportunities by Solution - Opps added to account plans, Current FY
  - Report: Current_Potential_Opps_by_Solution
  - Component Type: Stacked Horizontal Bar Chart
    X-axis:
    Y-axis Groups:
    Altify Account Opportunity > Solution
    Altify Account Opportunity > Qualified Type
  - Dashboard Filter Columns:
    Altify Account Opportunity > Account > Owner > Manager
    Altify Account Opportunity > Account > Type
  - Footer: Increase Max Groups Displayed to see more solutions or view report to see all
- Top Accounts by Planned Pipeline, Potential and Current - Opps added to account plans, Current FY
  - Report: Altify_Planned_Pipeline
  - Component Type: Stacked Horizontal Bar Chart
    X-axis: Planned Pipeline
    Y-axis Groups:
    Altify Account Opportunity > Account > Name
    Altify Account Opportunity > Qualified Type
  - Max Groups Displayed: 20
  - Dashboard Filter Columns:
    Altify Account Opportunity > Account > Owner > Manager
    Altify Account Opportunity > Account > Type
  - Footer: Increase Max Groups Displayed to see more accounts or view report to see all
- Top Accounts by Unplanned Pipeline Value - Opportunities Created in Current FY
  - Report: Unplanned_Pipeline
  - Component Type: Horizontal Bar Chart
    X-axis: Pipeline Amount
    Y-axis Groups:
    Account > Name
  - Max Groups Displayed: 20
  - Dashboard Filter Columns:
    Account > Owner > Manager
    Account > Type
  - Footer: Increase Max Groups Displayed to see more accounts or view report to see all