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 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 Count
    • Opportunity > Altify Opportunity > Rel Map Supportive Key Player 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