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:
  • Name: Opportunity Plan Amount (type: Double; api name: CDF1)
  • Formula: IF (Opportunity.Altify_Plan_Status__c != 'No Plan', Opportunity.Altify_Reporting_Amount__c.CONVERT, 0)


• 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)