Report: Altify Opportunities Forecasted to Close

This topic explains the report/widget 'Altify Opportunities Forecasted to Close' in the Opportunity Manager ROI dashboard. The following are covered:

What the report measures

This report displays opportunities with an active Altify opportunity plan that are forecasted to close in the current fiscal quarter. It provides visibility into high-confidence deals being actively managed with Altify and committed to the forecast.

  • Metric displayed: Count of open Opportunities with Forecast Category = Commit, Close Date in the current fiscal quarter, and an associated Altify Opportunity Plan.

  • Used for: Tracking Altify-enabled deals that are most likely to close in the near term, helping sales leaders monitor execution against forecast.

How the report is built

Report Type

A custom report type: 'Opportunities with Altify Opportunity Plans'.

This allows inclusion of standard opportunity fields along with related Altify planning data (e.g. Opportunity Completeness).

Filters

  • Show Me: All Opportunities

  • Closed: equals False (only open deals)

  • Forecast Category: equals Commit (focus on committed deals)

  • Close Date: equals THIS FISCAL QUARTER (current quarter pipeline)

Grouping (Outline)

The following rows are grouped:

  • Group Rows: Opportunity Owner: Full Name

  • Group Columns: None used.

Columns Added

  • Opportunity Name

  • Close Date

  • Stage

  • Amount

  • Probability (%)

  • Forecast Category

  • Altify Opportunity: Altify Opportunity Name

  • Opportunity Completeness

The fields listed above support analysis in the full report but are not directly surfaced in the widget.

Dashboard widget setup

  • Visualization: Metric Chart

  • Metric: Record Count

  • Label: 'Altify Opportunities Forecasted to Close'

  • Filters: None by default; can be filtered by record owner for individual rep dashboards or by region for management views.