Report: Potential Opportunities – Rolling FQ

This topic explains the report/widget 'Potential Opportunities – Rolling FQ' in the Account Planning ROI dashboard.

The following are covered:

What the report measures

This chart tracks the sum of Potential Altify Account Opportunities created across multiple fiscal quarters, grouped by Created Date (fiscal quarter format). The goal is to show trends in pipeline ideation over time — a leading indicator of planning output.

  • Metric Displayed: Sum of Reporting Amount.

  • Filtered by:

    • Opportunity Type = Potential

    • Created Date within a rolling fiscal year or broader timeframe

  • Grouped by:

    • Created Date (grouped into fiscal quarters)

    • Account Name

    • AM Solution Name

How the report is built

Report Type

A custom report type is used, as follows:

  • Name: 'Accounts with Planned Opportunities – ROI'.

  • Objects:

    • Primary Object (A): Accounts

    • Related Object (B): Altify Account Opportunities - this ensures the report includes only those Accounts with planning-driven opportunities

Filters

  • Created Date (from the Altify Account Opportunity): Current FQ (e.g. Jul 1, 2025 – Sep 30, 2025) - or optionally a longer rolling window.

  • Opportunity Type: Equals Potential (this captures early-stage opportunity ideas resulting from planning sessions).

Grouping (Outline)

The following rows are grouped:

  • Account Name

  • Created Date (grouped as Fiscal Quarter)

  • AM Solution: Solution Name

Columns Added

  • Opportunity Name

  • Account Opportunity Name

  • Reporting Amount

  • Opportunity Type (optional, for validation)

Dashboard Widget Setup

  • Component Type: Vertical Bar Chart

  • X-Axis: Created Date (fiscal quarters like Q1 FY25, Q2 FY25, etc.)

  • Y-Axis: Sum of Reporting Amount

  • Color Grouping: Grouped by AM Solution: Solution Name

  • Label: 'Potential Opps – Rolling FQ'

Why it matters

  • Tracks Planning Output Over Time: Measures consistency and volume of planning activity.

  • Seasonal Trends: Reveals spikes or drops in strategic pipeline generation across quarters.

  • Engagement Indicator: Helps correlate team planning efforts with quarterly execution cycles.

Troubleshooting

  • Confirm that...

    • Opportunity Type = Potential exists on the Altify Account Opportunity records.

    • Reporting Amount is populated

    • Created Date is correctly set and maps to expected quarters

  • Try switching to 'All Time' or 'Last 4 Quarters' if you don’t see enough history under the current FY filter.

  • You can add a stacked chart view by AM Solution Name or Account for deeper visual context.