Report: Opportunities with Poor Quality Maps

Reports on open opportunities, closing CFY, and which have no key players and no insights that are confirmed and owned by a relevant contact

Specification:

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


• Time Frame Filter:

  Column	Interval
  Opportunity > CloseDate	Range: Current FY



• Other Filters:

  Column	Operator	Value
  1. Opportunity > Closed	equals	false
  2. 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	equals	0
  3. Opportunity > Altify Opportunity > Insight Cards Owned And Validated	equals	0



• Summary Formulas:

  Formula	DataType	Calculation
  # Opportunities	number	RowCount



• Report Columns:
  • Opportunity > Account
  • Opportunity > Amount
  • Opportunity > Stage
  • Opportunity > Probability
  • Opportunity > Altify Opportunity > Relationships Status
  • Opportunity > Altify Opportunity > Relationships Score
  • 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 > Insights Status
  • Opportunity > Altify Opportunity > Insights Score
  • Opportunity > Altify Opportunity > Insight Card Count
  • Opportunity > Altify Opportunity > Insight Cards Owned And Validated