Report: Opportunities plus Map Detail

Shows the number and percentage of open opportunities, closing CFY, that have Altify relationship and/or insight maps

Specification:

• Report Type: AltfRep_Opportunities_with_Map_Summary
• Format: Summary
  
• Group By:
  • Opportunity > Owner


• Time Frame Filter:

  Column	Interval
  Opportunity > CloseDate	Range: Current FY



• Other Filters:

  Column	Operator	Value
  1. Opportunity > Closed	equals	false



• Row-level Formula:
  • Name: Has Maps (type: Number; api name: CDF1)
  • Formula: IF (AND ( NULLVALUE(Opportunity.ALTF__Altify_Opportunity__c.ALTF__Relationship_Map_Contact_Count__c, 0) == 0, NULLVALUE(Opportunity.ALTF__Altify_Opportunity__c.ALTF__Insight_Card_Count__c, 0) == 0), 0, 1)


• Summary Formulas:

  Formula	DataType	Calculation
  # Opps with Maps	number	CDF1:SUM
  # Opportunities	number	RowCount
  % Opps with Maps	percent	IF (RowCount == 0, 0, CDF1:SUM / RowCount)



• Report Columns:
  • Opportunity > Account
  • Opportunity > Name
  • Opportunity > Amount
  • Opportunity > Stage
  • Opportunity > Probability
  • Opportunity > CloseDate
  • Row-level formula field (see definition on report page)
  • Opportunity > Altify Opportunity > Relationship Map Contact Count
  • Opportunity > Altify Opportunity > Relationship Map Key Player Key players are the people with the most power and influence in the context of an account or opportunity. Count
  • Opportunity > Altify Opportunity > Rel Map Supportive Key Player Key players are the people with the most power and influence in the context of an account or opportunity. Count
  • Opportunity > Altify Opportunity > Insight Card Count
  • Opportunity > Altify Opportunity > Insight Cards Owned And Validated