Report: Avg Deal Size – Unplanned Opportunities

This topic explains the report/widget 'Avg Deal Size – Unplanned Opportunities' in the Account Planning ROI dashboard.

The following are covered:

What It Measures

Track average deal sizes for opportunities not linked to Altify planning. This report provides a benchmark for comparing deal size performance between unplanned and planned opportunities. It helps surface high-value wins that happened outside of formal account strategy, highlighting potential gaps in planning or forecast coverage.

How It’s Built

Report Type

A standard report type is used: 'Opportunities'

Filters

  • Show Me: All Opportunities

  • Created Date: Current FY (Jan 1, 2025 – Dec 31, 2025)

  • Cross Filter: Opportunities without Altify Account Opportunities

Groupings (Outline)

The following rows are grouped:

  • Account Name

Columns Added

  • Owner Role

  • Opportunity Owner
  • Opportunity Name
  • Stage
  • Fiscal Period
  • Amount - 'Average' summary on the Amount field per Account grouping
  • Probability (%)
  • Age
  • Close Date
  • Created Date
  • Next Step
  • Win Status
  • Lead Source
  • Type

Why It Matters

This report reveals which deals are closing—and how large they are—without being captured in Altify plans.

It gives sales leaders insight into:

  • Missed planning opportunities

  • Areas where rep intuition or reactive selling is outperforming strategy

  • Conversations to have about updating plans to reflect real sales activity

Troubleshooting Tips

  • Make sure the cross filter is set to 'Opportunities without Altify Account Opportunities'.
  • Apply average summary to the Amount column.
  • Group by Account Name to surface average deal value per customer.
  • Optional: Add a Record Count field if you want to include deal volume context.