Report: Open Opps with Sales Process

Shows details for open opportunities having an associated sales process, grouped by Owner, Sales Process and Stage

Specification:

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

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

  • Other Filters:
    Column Operator Value
    1. Opportunity > IsClosed equals 0
    2. Opportunity > Altify Sales Process Status equals Has Sales Process

  • 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

  • Report Columns:
    • Opportunity > Name
    • Opportunity > Amount
    • Opportunity > Altify Reporting Amount
    • Opportunity > CloseDate