Report: Sales Process Updates Last 15 Days

Shows, for open opportunities with an associated sales process, the number of sales process updates 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 > Altify Opportunity > Sales Process Name
    • Opportunity > Name

  • Bucket Fields:
    • Bucket Name: Update Status
    • Source Field: Altify Log > Log Count (type: number)
    • Bucket Remaining Values as Other: false
      • Bucket Values
      Sales Process Not Updated <= 0
      Sales Process 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 Sales Process Status equals Has Sales Process
    3. Altify Log > Log Date equals LAST 15 DAYS
    4. Altify Log > Page equals Process
    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 > Manager
    • Opportunity > Owner
    • Opportunity > Amount
    • Opportunity > Altify Reporting Amount
    • Opportunity > Stage
    • Opportunity > CloseDate
    • Altify Log > Log Date
    • Altify Log > Page