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;
- Segment Colour Ranges:
- 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
-