Report: Open Opps plus Altify Opportunity Status
Shows details for open opportunities, grouped by Owner, Stage and Opportunity Plan Status
Specification:
- Report Type: AltfRep_Opportunities_plus_Altify_Status
- Format: Summary
- Group By:
- Opportunity > Owner
- Plan Status (bucket field)
- Opportunity > Stage
- Bucket Fields:
- Bucket Name: Plan Status
- Source Field: Opportunity > Altify Plan Status (type: text)
- Bucket Remaining Values as Other: false
Bucket Values 0. No Plan No Plan 1. Red Red 2. Amber Amber 3. Green Green - Time Frame Filter:
Column Interval Opportunity > CloseDate Range: All Time - Other Filters:
Column Operator Value 1. Opportunity > IsClosed equals 0 - Row-level Formula:
- Summary Formulas:
Formula DataType Calculation # Opportunities number RowCount Average Amount currency Opportunity.Altify_Reporting_Amount__c.CONVERT:AVG Total Amount currency Opportunity.Altify_Reporting_Amount__c.CONVERT:SUM % Pipeline from Planned Opps percent IF (Opportunity.Altify_Reporting_Amount__c.CONVERT:SUM = 0, 0, CDF1:SUM / Opportunity.Altify_Reporting_Amount__c.CONVERT:SUM) - Report Columns:
- Opportunity > Name
- Opportunity > Amount
- Opportunity > Altify Reporting Amount
- Opportunity > CloseDate
- Opportunity > Altify Opportunity > Assessment Status
- Opportunity > Altify Opportunity > Relationships Status
- Opportunity > Altify Opportunity > Insights Status
- Opportunity > Altify Opportunity > PRIME Status
- Opportunity > Altify Opportunity > Decision Criteria Status
- Opportunity > Altify Opportunity > Strategy Status
- Row-level formula field (defined above)