Report: Altify Planned Pipeline

Shows the cumulative value of current and potential opportunities added to account plans in Current FY, grouped by account and, for current opportunities, whether these were qualified from potential

Specification:

• Report Type: AltfRep_Altify_Account_Opportunities
• Format: Summary
  
• Group By:
  • Altify Account Opportunity > Account > Name
  • Altify Account Opportunity > Opportunity
  • Altify Account Opportunity > Qualified Type


• Time Frame Filter:

  Column	Interval
  Altify Account Opportunity > CreatedDate	Range: Current FY



• Other Filters:

  Column	Operator	Value
  1. Altify Account Opportunity > Opportunity Type	notEqual	Won
  2. Altify Account Opportunity > Opportunity Type	notEqual	Lost



• Summary Formulas:

  Formula	DataType	Calculation
  # Opportunities	number	RowCount
  Planned Pipeline	currency	ALTF__Account_Opportunity__c.Planned_Amount__c.CONVERT:SUM
  Potential Planned Pipeline	currency	ALTF__Account_Opportunity__c.Potential_Amount__c.CONVERT:SUM
  Actual Planned Pipeline	currency	ALTF__Account_Opportunity__c.Actual_Opportunity_Amount__c.CONVERT:SUM
  Qualified from Potential	percent	IF (ALTF__Account_Opportunity__c.Actual_Opportunity_Amount__c:SUM > 0, ALTF__Account_Opportunity__c.Qualified_Amount__c.CONVERT:SUM / ALTF__Account_Opportunity__c.Actual_Opportunity_Amount__c.CONVERT:SUM, 0)



• Report Columns:
  • Altify Account Opportunity > Account Division A division is typically a smaller service unit or business unit within an account. By providing the same features as an account (row on the opportunity map, relationship map, insight map, etc.), divisions allow you to accurately map your customers' buying structures, without restriction to Salesforce Account records.
  • Altify Account Opportunity > Name
  • Altify Account Opportunity > Planned Amount