Report: Current & Potential Opps by Solution

Shows details for current and potential opportunities added to account plans in Current FY, grouped by solution and, for current opportunities, whether these were qualified from potential

Specification:

  • Report Type: AltfRep_Altify_Account_Opportunities
  • Format: Summary
  • Group By:
    • Altify Account Opportunity > Solution
    • Altify Account Opportunity > Opportunity Type
    • 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 equals Current
    2. Altify Account Opportunity > Opportunity Type equals Potential
    Filter Logic: 1 OR 2

  • Summary Formulas:
    Formula DataType Calculation
    # Solutions number ALTF__Account_Opportunity__c.ALTF__Solution__c.Name:UNIQUE
    # Opportunities number RowCount
    Planned Pipeline currency ALTF__Account_Opportunity__c.Planned_Amount__c.CONVERT:SUM

  • Report Columns:
    • Altify Account Opportunity > Opportunity
    • Altify Account Opportunity > Name
    • Altify Account Opportunity > Planned Amount
    • Altify Account Opportunity > Was Qualified
    • Altify Account Opportunity > Is Potential