Report: Won Deals plus Altify Opportunity Status

Shows details for won opportunities, grouped by Owner and Opportunity Plan Status

Specification:

  • Report Type: AltfRep_Opportunities_plus_Altify_Status
  • Format: Summary
  • Group By:
    • Opportunity > Owner
    • Plan Status (bucket field)

  • Bucket Fields:
    • Bucket Name: Plan Status
    • Source Field: Opportunity > Altify Plan Status (type: text)
    • Bucket Remaining Values as Other: false
      • Bucket Values
      0. No Plan No Plan
      1. Red Red
      2. Amber Amber
      3. Green Green

  • Time Frame Filter:
    Column Interval
    Opportunity > CloseDate Range: All Time

  • Other Filters:
    Column Operator Value
    1. Opportunity > IsClosed equals 1
    2. Opportunity > IsWon equals 1

  • Row-level Formula:
    • Name: Opportunity Plan Amount (type: Double; api name: CDF1)
    • Formula: IF (Opportunity.Altify_Plan_Status__c != 'No Plan', Opportunity.Altify_Reporting_Amount__c.CONVERT, 0)

  • Summary Formulas:
    Formula DataType Calculation
    # Opportunities number RowCount
    Average Amount currency Opportunity.Altify_Reporting_Amount__c.CONVERT:AVG
    Total Amount currency Opportunity.Altify_Reporting_Amount__c.CONVERT:SUM
    % Won Amount from Planned Opps percent IF (Opportunity.Altify_Reporting_Amount__c.CONVERT:SUM = 0, 0, CDF1:SUM / Opportunity.Altify_Reporting_Amount__c.CONVERT:SUM)

  • Report Columns:
    • Opportunity > Name
    • Opportunity > Amount
    • Opportunity > Altify Reporting Amount
    • Opportunity > CloseDate
    • Opportunity > Stage
    • Row-level formula field (defined above)