Report: Win Rates with Good Opp Plan

Shows win rates, based on the number of deals won/lost and on the value of deals won/lost, grouped by Owner, for opportunities where plan status is amber or green

Specification:

  • Report Type: AltfRep_Opportunities_plus_Altify_Status
  • Format: Summary
  • Group By:
    • Opportunity > Owner
    • Plan Status (bucket field)
    • Opportunity > Stage

  • Bucket Fields:
    • Bucket Name: Plan Status
    • Source Field: Opportunity > Altify Plan Status (type: text)
    • Bucket Remaining Values as Other: false
      • Bucket Values
      0. No Plan No Plan
      1. Red Red
      2. Amber Amber
      3. Green Green

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

  • Other Filters:
    Column Operator Value
    1. Opportunity > IsClosed equals 1
    2. Opportunity > Altify Plan Status equals Amber
    3. Opportunity > Altify Plan Status equals Green
    Filter Logic: 1 AND (2 OR 3)

  • Row-level Formula:
    • Name: Won Amount (type: Double; api name: CDF1)
    • Formula: IF (OR(TEXT(Opportunity.StageName) = 'Closed Won', Opportunity.Probability = 1), 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
    Win Rate (by Count) percent IF(Opportunity.IsClosed:SUM = 0, 0, Opportunity.IsWon:SUM / Opportunity.IsClosed:SUM)
    Win Rate (by Value) percent IF(Opportunity.IsClosed:SUM = 0, 0, CDF1:SUM / Opportunity.Altify_Reporting_Amount__c.CONVERT:SUM)

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