Report: Open Opps plus Sales Process Status

Shows details for open opportunities, grouped by Owner, Stage and whether the opportunity has an associated sales process

Specification:

  • Report Type: AltfRep_Opportunities_plus_Altify_Status
  • Format: Summary
  • Group By:
    • Opportunity > Owner
    • Opportunity > Altify Sales Process Status
    • Opportunity > Stage

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

  • Other Filters:
    Column Operator Value
    1. Opportunity > IsClosed equals 0

  • Row-level Formula:
    • Name: Sales Process Amount (type: Double; api name: CDF1)
    • Formula: IF (Opportunity.Altify_Sales_Process_Status__c = 'Has Sales Process', 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 Sales Process percent IF (Opportunity.Altify_Reporting_Amount__c.CONVERT:SUM > 0, CDF1:SUM / Opportunity.Altify_Reporting_Amount__c.CONVERT:SUM, 0)

  • Report Columns:
    • Opportunity > Name
    • Opportunity > Amount
    • Opportunity > Altify Reporting Amount
    • Opportunity > CloseDate
    • Opportunity > Altify Opportunity > Sales Process Name
    • Row-level formula field (defined above)