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