Report: Opportunity Rel Map Contacts

Contacts and attributes on relationship maps for open opportunities, by opportunity owner and contact type

Specification:

• Report Type: AltfRep_Contact_Map_Details
• Format: Summary
  
• Group By:
  • Altify Contact Map Details > Opportunity > Owner
  • Altify Contact Map Details > Opportunity
  • Row-level formula field (see definition on this page)


• Time Frame Filter:

  Column	Interval
  Altify Contact Map Details > Opportunity > CloseDate	Range: Current FY



• Other Filters:

  Column	Operator	Value
  1. Altify Contact Map Details > Opportunity	notEqual	blank
  2. Altify Contact Map Details > Opportunity > Closed	equals	0



• Row-level Formula:
  • Name: Contact Type (type: Text; api name: CDF1)
  • Formula: IF ( OR( ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Political__c,'Inner Circle'), ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Political__c,'Political Structure')), IF ( OR( ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Status__c, 'Mentor'), ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Status__c, 'Supporter') ), 'Key Player Key players are the people with the most power and influence in the context of an account or opportunity., Supportive', IF (OR( ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Coverage Coverage is a relationship map attribute that indicates how much you've been in touch with a contact. There are several possible Coverage values: Unknown, No Contact, Brief Contact, Multiple Contacts, and In Depth.__c, 'In-depth'), ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Coverage Coverage is a relationship map attribute that indicates how much you've been in touch with a contact. There are several possible Coverage values: Unknown, No Contact, Brief Contact, Multiple Contacts, and In Depth.__c, 'Multiple contacts'), ISPICKVAL(ALTF__Contact_Map_Details__c.ALTF__Coverage Coverage is a relationship map attribute that indicates how much you've been in touch with a contact. There are several possible Coverage values: Unknown, No Contact, Brief Contact, Multiple Contacts, and In Depth.__c,'Brief contact')), 'Key Player Key players are the people with the most power and influence in the context of an account or opportunity., Some Cover', 'Key Player Key players are the people with the most power and influence in the context of an account or opportunity., No Cover')), 'Non Key Player Key players are the people with the most power and influence in the context of an account or opportunity.')


• Summary Formulas:

  Formula	DataType	Calculation
  # Contacts	number	RowCount
  # Opportunity Maps	number	ALTF__Contact_Map_Details__c.ALTF__Opportunity__c.Id:UNIQUE



• Report Columns:
  • Altify Contact Map Details > Opportunity > Stage
  • Altify Contact Map Details > Account
  • Altify Contact Map Details > Contact
  • Altify Contact Map Details > Contact > Title
  • Altify Contact Map Details > Political Status
  • Altify Contact Map Details > Buyer Role
  • Altify Contact Map Details > Support Support is a relationship attribute that can be assigned to a contact on a relationship map. The default options are 'Mentor', 'Supporter', 'Neutral', 'Non-Supporter', and 'Enemy'.
  • Altify Contact Map Details > Coverage Coverage is a relationship map attribute that indicates how much you've been in touch with a contact. There are several possible Coverage values: Unknown, No Contact, Brief Contact, Multiple Contacts, and In Depth.
  • Altify Contact Map Details > Is Key Player Key players are the people with the most power and influence in the context of an account or opportunity.