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 Date	equals	LAST 90 DAYS
  2. Altify Log > Page	equals	Process
  3. Log Type	equals	Update



• 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