Report: Top Planned Pipeline by Account

This topic explains the report/widget 'Top Planned Pipeline by Account' in the Account Planning ROI dashboard.

The following are covered:

• What the report measures

• How the report is built

• Dashboard Widget Setup

• Why it matters

• Troubleshooting

What the report measures

This chart displays the total pipeline value of non-‘Potential’ Altify Account Opportunities, grouped by Account Name. These opportunities were created this quarter and represent active pipeline with higher maturity than initial planning concepts. These are typically opportunities that have advanced past the potential stage and now represent committed, forecastable, or in-progress deals.

• Metric Displayed: Sum of Reporting Amount.

• Filters Used:

  • Altify Account Opportunity Created Date = Current FQ

  • Altify Account Opportunity Type ≠ Potential (i.e., Current, Won, or Lost)

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 you’re only reporting on Accounts that have Altify opportunity records.

Filters

• Created Date (from the Altify Account Opportunity): Current FQ (e.g. Jul 1, 2025 – Sep 30, 2025)

• Opportunity Type: Not Potential

  This removes early-stage opportunity concepts, allowing the focus to be on pipeline with real motion.

Grouping (Outline)

The following rows are grouped:

• Account Name

• Stage (sales stage, from opportunity or mapped object)

• Opportunity Type (optional for visibility, though filtered out)

Columns Added

• Opportunity Name

• Forecast Category

• AM Solution: Solution Name

• Account Opportunity Name

• Reporting Amount

Dashboard Widget Setup

• Component Type: Horizontal Bar Chart

• X-Axis: Reporting Amount

• Y-Axis: Account Name

• Metric Aggregation: SUM

• Sort Order: Descending by Reporting Amount

• Label: 'Top Planned Pipeline by Account'

Why it matters

• Pipeline Prioritization: Helps identify which accounts are generating the most value from their planning process

• Sales Execution Visibility: These opps are past the idea stage and indicate sales team traction.

• Forecast Support: Highlights planning-driven opps that may now fall into forecastable categories.

Troubleshooting

If no records appear:

• Check if Created Date is populated correctly on your Altify Account Opportunity records.

• Confirm that the custom Opportunity Type field (or equivalent) is not 'Potential'.

• Validate that Reporting Amount is filled in — this is what drives the visual totals.