Report: SP Opp Updates Last 90 Days

Shows, by Opportunity Owner and Opportunity, the number of updates on the Sales Process page in the last 90 days

Specification:

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

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

  • Other Filters:
    Column Operator Value
    1. Opportunity > Altify Sales Process Status equals Has Sales Process
    2. Altify Log > Log Date equals LAST 90 DAYS
    3. Altify Log > Page equals Process
    4. Altify Log > Log Type equals Update

  • Cross Filters: Opportunity with Altify Log
    Column Operator Value
    1. Altify Log > Log DateequalsLAST 90 DAYS
    2. Altify Log > PageequalsProcess
    3. Log TypeequalsUpdate

  • Summary Formulas:
    Formula DataType Calculation
    # Updates number ALTF__Log__c.Log_Count__c:SUM
    # Days with SP Updates number ALTF__Log__c.CreatedDate:UNIQUE
    # Opportunities number Opportunity.Id:UNIQUE

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