Report: Top Planned Pipeline by Stage

This topic explains the report/widget 'Top Planned Pipeline by Stage' 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 widget shows the total value of planned (non-Potential) Altify opportunities, grouped by their sales stage. It gives a view of how planned opportunities are progressing through the sales cycle during the current fiscal quarter. This view helps identify whether planning is driving qualified pipeline into meaningful sales progress.

• Metric Displayed: Sum of Reporting Amount.

• Filtered by:

  • Opportunity Type ≠ Potential

  • Created Date = Current Fiscal Quarter

• Grouped by:

  • Stage

  • 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

Filters

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

• Opportunity Type: Not Potential

  Filters out early-stage opportunity concepts (only includes more committed opps).

Grouping (Outline)

The following rows are grouped:

• Account Name

• Stage

• AM Solution: Solution Name

Columns Added

• Opportunity Name

• Forecast Category

• Account Opportunity Name

• Reporting Amount

This structure allows stage-level insight by account and associated solution.

Dashboard Widget Setup

• Component Type: Stacked Bar or Grouped Bar Chart

• X-Axis: Sum of Reporting Amount

• Y-Axis: Stage

• Color Grouping: AM Solution Name or Account Name

• Label: 'Top Planned Pipeline by Stage'

Could also be a horizontal bar chart with grouping if you’re comparing pipeline stage load across multiple solutions or accounts.

Why it matters

• Sales Funnel Analysis: Shows how much of the pipeline is sitting in each stage — helps assess bottlenecks or conversion issues.

• Plan Progress Insight: Provides a reality check on whether planned opps are staying early-stage or maturing.

• Solution Readiness: When broken down by AM Solution, helps prioritize enablement and delivery alignment.

Troubleshooting

If this report is blank:

• Confirm that there are non-Potential Altify Account Opportunities created during the current fiscal quarter.

• Make sure Stage and Reporting Amount are populated on those opps.

• Run the report without the Created Date filter to confirm opps exist and check if they’re older than the current quarter.