Report: Avg Deal Size – Qualified Potential
This topic explains the report/widget 'Avg Deal Size – Qualified Potential' in the Account Planning ROI dashboard.
The following are covered:
What It Measures
Understand the average deal size of opportunities that originated from Altify Account Planning and reached a qualified stage. This showcases the impact of planning on influencing higher-value deals.
How It’s Built
Report Type
A custom report type is used, as follows:
- Name: 'Accounts with Planned Opportunities – ROI'
-
Objects:
-
Primary Object: Accounts
-
Related Object: Altify Account Opportunities
-
Filters
- Show Me: All Opportunities
-
Created Date: Current FY (Jan 1, 2025 – Dec 31, 2025)
-
Was Qualified: True
-
Altify Account Opportunity: Not blank
Groupings (Outline)
The following rows are grouped:
- Account Name
- Created Date
- AM Solution
Columns Added
- Opportunity Name
- Opportunity Type
- Reporting Amount
- Win Status
- AM Solution
- Account Name
- Account Opportunity Name
- Created Date
- Stage
- Amount
-
Avg Deal Size (Summary Formula Column)
-
Field Name: Avg Deal Size
-
Formula: SUM(Amount) / RowCount
-
Format: Currency
-
Decimal Places: 0
-
Apply To: All Summary Levels
-
Why It Matters
This report helps demonstrate the value of planning by highlighting how unplanned deals perform in isolation. By comparing win rates from this report against planned opportunities, you can build a compelling case for using Altify to improve close rates.
Troubleshooting Tips
- Confirm Was Qualified filter is TRUE to isolate qualified potential deals.
- Ensure the correct cross filter includes only opportunities linked to Altify.
- Use summary formula (not row-level) to calculate average amount.
- Group by AM Solution to evaluate effectiveness by solution area.