Report: Accounts with Poor Quality Maps

Reports on accounts which have no key players and no insights that are confirmed and owned by a relevant contact

Specification:

• Report Type: AltfRep_Accounts_with_without_Completeness
• Format: Summary
  
• Group By:
  • Account > Owner
  • Account > Type


• Time Frame Filter:

  Column	Interval
  Account > CreatedDate	Range: All Time



• Other Filters:

  Column	Operator	Value
  1. Altify Account Completeness > Altify Account Manager Plan Type	equals	blank
  2. Altify Account Completeness > Relationships Key Player Key players are the people with the most power and influence in the context of an account or opportunity. Count	equals	0
  3. Altify Account Completeness > Insights Map Card Owned And Validated	equals	0



• Summary Formulas:

  Formula	DataType	Calculation
  # Accounts	number	Account.Id:UNIQUE



• Report Columns:
  • Account > Name
  • Account > Industry
  • Account > AnnualRevenue
  • Altify Account Completeness > Relationships Score
  • Altify Account Completeness > Relationships Status
  • Altify Account Completeness > Relationships Contact Count
  • Altify Account Completeness > Relationships Key Player Key players are the people with the most power and influence in the context of an account or opportunity. Count
  • Altify Account Completeness > Relationship Supportive Key Player Key players are the people with the most power and influence in the context of an account or opportunity. Count
  • Altify Account Completeness > Relationships Map Last Updated
  • Altify Account Completeness > Insights Score
  • Altify Account Completeness > Insights Status
  • Altify Account Completeness > Insights Map Card Count
  • Altify Account Completeness > Insights Map Section Count
  • Altify Account Completeness > Insights Map Card Owned And Validated
  • Altify Account Completeness > Insights Map Last Updated