Report: Accounts with Altify Account Plans

This topic explains the report/widget 'Accounts with Altify Account Plans' in the Account Planning ROI dashboard.

The following are covered:

• What the report measures

• How the report is built

• Dashboard Widget Setup

• Why it matters

What the report measures

This widget displays a count of accounts that have an Altify Account Plan associated with them. It provides a quick pulse check of how many strategic accounts are being actively managed using Altify's planning tools.

• Metric displayed: Total number of accounts where an Altify Account Plan exists and is deemed complete (per your cross-filter).

• Used for: Tracking strategic account coverage and adoption of the account planning tool.

How the report is built

Report Type

A standard report type: 'Accounts'.

This allows you to pull in both standard Account fields and cross-filter for related Altify planning data (e.g., Account Completeness).

Filters

• Show Me: All Accounts

• Created Date: All Time (to include both historic and current plans)

• Accounts with Altify Account Completeness (cross filter): This limits the results to only those accounts where Account Completeness records exist (which indicates an Altify plan has been started and saved). You’re likely using the ALTF__Altify_Account_Completeness__c object to drive this.

Grouping (Outline)

The following rows are grouped:

• Account Owner

• Account Name

This allows for grouping by user and makes it easy to see how many plans each rep owns.

Columns Added

• Last Activity

• Billing State/Province

• Type

• Rating

• Last Modified Date

These support data exploration in the full report but are not used directly in the dashboard widget. Add any additional fields you would like to see in the report.

Dashboard Widget Setup

• Visualization: Metric Chart

• Metric: Record Count

• Label: 'Accounts with Altify Account Plans'

• Filters: None by default; you may filter for current FY or by record owner for rep dashboards..

Why it matters

• Adoption Metric: This is a key adoption KPI. It shows how many accounts are being strategically planned.

• Sales Coverage Insight: Helps leadership understand if reps are aligning planning efforts to key accounts.

• Segmentation Ready: Can be broken down further by Account Tier, Region, or Owner for more detailed views.