Altify Opportunity Status Dashboard

Provides a view of planning activity and KPIs for opportunities based on the status of their Altify Opportunity Plans

Specification:

• Sample Filters: (add locally appropriate filters and filter values as needed)
  • Manager
  • Amount
  • Close Date
  
  
• Widgets:
  • # Open Opportunities

    • Report: Altify_Opportunity_Status
    • Component Type: Metric
      • Metric Label:
      • Measure: # Opportunities
    • 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:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: With/without opportunity plan

    
    
  • Total Pipeline

    • Report: Altify_Opportunity_Status
    • Component Type: Metric
      • Metric Label:
      • Measure: Total Amount
    • 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:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Value of open opps with/without opportunity plan

    
    
  • % Pipeline Value with Opportunity Plan

    • Report: Altify_Opportunity_Status
    • Component Type: Metric
      • Metric Label:
      • Measure: % Pipeline from Planned Opps
    • 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:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: % of pipeline value from opps with an opportunity plan

    
    
  • # Closed Opportunities

    • Report: OM_Win_Rates
    • Component Type: Metric
      • Metric Label:
      • Measure: # Opportunities
    • 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:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: With/without opportunity plan

    
    
  • Total Won Value

    • Report: Won_Deals_plus_Altify_Opportunity_Status
    • Component Type: Metric
      • Metric Label:
      • Measure: Total Amount
    • 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:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Value of won deals with/without opportunity plan

    
    
  • Win Rate with No Plan or Poor Plan

    • Report: Win_Rates_with_No_Plan_or_Poor_Plan
    • Component Type: Metric
      • Metric Label:
      • Measure: Win Rate (by Count)
    • Segment Colour Ranges:
      • Low Values Below: 15.0
      • High Values Above: 35.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Based on # closed deals with no plan or red status

    
    
  • Win Rate with Good Plan

    • Report: Win_Rates_with_Good_Opp_Plan
    • Component Type: Metric
      • Metric Label:
      • Measure: Win Rate (by Count)
    • Segment Colour Ranges:
      • Low Values Below: 15.0
      • High Values Above: 35.0
      • Colours: Low Range - Red; Mid Range - Amber; High Range - Green;
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Based on # closed deals with amber or green status

    
    
  • Top Opportunity Manager Users by Days of Activity - Based on OM activity in Last 90 Days

    • Report: OM_User_Activity_Last_90_Days
    • Component Type: Horizontal Bar Chart (with multiple groups)
      • X-axis: # Days with OM Activity
      • Y-axis Groups:
        • Altify Log > User > Name
        • Altify Log > Log Type
    • Max Groups Displayed: 30
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Increase Max Groups Displayed to see more users or view report to see all

    
    
  • Opportunity Plan Updates, Last 15 Days - For open opportunities with plans

    • Report: OM_Updates_Last_15_Days
    • Component Type: Table
      • Columns:
      • Opportunity > Name (type: grouping)
      • Opportunity > Stage (type: grouping)
      • Amount (type: aggregate)
      • # 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:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Based on logs of updates on key Opportunity Manager pages in the last 15 days only

    
    
  • Total Pipeline by Overall Opportunity Plan Status

    • Report: Altify_Opportunity_Status
    • Component Type: Donut
      • Value: Total Amount
      • Sliced by:
        • Plan Status (bucket field)
    • Max Groups Displayed: 6
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Combines assessment, relationships, insights, actions, criteria & strategy status; expand widget & click top RH corner for more.
    • Custom Link: Opportunity Completeness

    
    
  • # Open Opportunities by Overall Plan Status

    • Report: Altify_Opportunity_Status
    • Component Type: Donut
      • Value: # Opportunities
      • Sliced by:
        • Plan Status (bucket field)
    • Max Groups Displayed: 6
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Combines assessment, relationships, insights, actions, criteria & strategy status; expand widget & click top RH corner for more.
    • Custom Link: Opportunity Completeness

    
    
  • Top Owners by Pipeline with No Plan or Poor Plan

    • Report: Open_Opps_with_No_Plan_or_Poor_Plan
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: Total Amount
      • Y-axis Groups:
        • Opportunity > Owner > Name
        • Plan Status (bucket field)
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Update Max Groups Displayed to see more owners or view full report

    
    
  • Test & Improve Status by Stage - For open opportunities with plans

    • Report: Altify_Opp_TI_Status
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: # Opportunities
      • Y-axis Groups:
        • Opportunity > Altify T&I Status
        • Opportunity > Stage
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Keep plans on track with a regular T&I cadence

    
    
  • Assessment Status by Stage - For open opportunities with plans

    • Report: Altify_Opp_Assessment_Status
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: # Accounts
      • Y-axis Groups:
        • Opportunity > Altify Opportunity > Assessment Status
        • Opportunity > Stage
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Improve deal assessments with clear, annotated assessment answers

    
    
  • Relationships Status by Stage - For open opportunities with plans

    • Report: Altify_Opp_Relationships_Status
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: # Accounts
      • Y-axis Groups:
        • Opportunity > Altify Opportunity > Relationships Status
        • Opportunity > Stage
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: High quality relationships with supportive key players are crucial

    
    
  • Insights Status by Stage - For open opportunities with plans

    • Report: Altify_Opp_Insights_Status
    • Component Type: Stacked Horizontal Bar Chart
      • X-axis: # Accounts
      • Y-axis Groups:
        • Opportunity > Altify Opportunity > Insights Status
        • Opportunity > Stage
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Completed map sections & confirmed cards lead to better insights

    
    
  • Win Rate by Count and Opportunity Plan Status

    • Report: OM_Win_Rates
    • Component Type: Horizontal Bar Chart
      • X-axis: Win Rate (by Count)
      • Y-axis Groups:
        • Plan Status (bucket field)
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Based on number of deals won divided by number of deals closed, by plan status

    
    
  • Win Rate by Value and Opportunity Plan Status

    • Report: OM_Win_Rates
    • Component Type: Horizontal Bar Chart
      • X-axis: Win Rate (by Value)
      • Y-axis Groups:
        • Plan Status (bucket field)
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate
    • Footer: Based on value of deals won divided by value of deals closed, by plan status

    
    
  • Average Size of Won Deals by Opportunity Plan Status

    • Report: OM_Won_Deals
    • Component Type: Horizontal Bar Chart
      • X-axis: Average Amount
      • Y-axis Groups:
        • Plan Status (bucket field)
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate

    
    
  • Average Age of Won Deals by Opportunity Plan Status

    • Report: OM_Won_Deals
    • Component Type: Horizontal Bar Chart
      • X-axis: Average Age (Days)
      • Y-axis Groups:
        • Plan Status (bucket field)
    • Dashboard Filter Columns:
      • Opportunity > Owner > Manager
      • Opportunity > Altify Reporting Amount
      • Opportunity > CloseDate