Report: OM Opportunity Updates Last 15 Days

Shows, for open opportunities with an opportunity plan, the number of updates on key Opportunity Manager pages in the last 15 days, grouped by Opportunity Owner

Specification:

  • Report Type: AltfRep_Opportunities_with_without_Altify_Logs
  • Format: Summary
  • Group By:
    • Update Status (bucket field)
    • Opportunity > Name
    • Opportunity > Stage

  • Bucket Fields:
    • Bucket Name: Update Status
    • Source Field: Altify Log > Log Count (type: number)
    • Bucket Remaining Values as Other: false
      • Bucket Values
      Plan Not Updated <= 0
      Plan Updated > 0

  • Time Frame Filter:
    Column Interval
    Opportunity > CreatedDate Range: All Time

  • Other Filters:
    Column Operator Value
    1. Opportunity > IsClosed equals 0
    2. Opportunity > Altify Plan Status notEqual No Plan
    3. Altify Log > Log Date equals LAST 15 DAYS
    4. Altify Log > Page equals Assessment,Relationships,Criteria,Insight Map,Strategy,Actions,Test & Improve
    5. Altify Log > Log Type equals Update

  • Summary Formulas:
    Formula DataType Calculation
    Amount currency Opportunity.Altify_Reporting_Amount__c.CONVERT:SUM
    # Updates number ALTF__Log__c.Log_Count__c:SUM
    # Opportunities number Opportunity.Id:UNIQUE

  • Report Columns:
    • Opportunity > Owner
    • Opportunity > Amount
    • Opportunity > Altify Reporting Amount
    • Opportunity > CloseDate
    • Altify Log > Log Date
    • Altify Log > Page