Report: Non Altify Deals – Win Rate YTD

This topic explains the report/widget 'Non Altify Deals – Win Rate YTD' in the Opportunity Manager ROI dashboard.

The following are covered:

• What the report measures

• How the report is built

• Dashboard widget setup

What the report measures

This report measures the percentage of opportunities won year to date that are not tracked in Altify. It provides a direct comparison point to Altify managed deals, showing how many non Altify opportunities entering the pipeline this year have closed successfully.

• Metric displayed: Win Rate %, calculated as (Number of Won Opportunities ÷ Total Opportunities) × 100.

• Used for: Evaluating sales effectiveness without Altify, identifying performance gaps between Altify and non Altify deals, and benchmarking success rates across teams, segments, or opportunity sizes.

How the report is built

Report Type

A standard report type: 'Opportunities'.

Includes all standard opportunity fields, with filters to exclude Altify tracked deals.

Filters

• Show Me: All Opportunities

• Close Date: Year-to-Date (e.g. Jan 1, 2025 – Current Date)

• Stage: Any

• Probability: All

• Altify Tracking: Exclude opportunities tied to an Altify plan or flagged as 'Altify Opportunity'

Grouping (Outline)

The following rows are grouped:

• Opportunity Owner: Full Name

• Region / Segment (optional)

• Opportunity Type or Size Category (optional)

Columns Added (& Summary Formulas)

• # of Opportunities → RowCount

• # of Won Opportunities → SUM of Stage = 'Closed Won'

• Win Rate % → (Won Count ÷ RowCount) × 100

Dashboard widget setup

• Visualization: Metric Chart or Gauge

• Metric: Summary Formula (Win Rate %)

• Label: 'Non Altify Win Rate – YTD'

• Filters: None by default; owner, region, or deal size for granular analysis.