Report: Win Rate – Unplanned Opportunities

This topic explains the report/widget 'Win Rate – Unplanned Opportunities' in the Account Planning ROI dashboard.

The following are covered:

What It Measures

This report shows the win rate percentage for opportunities that were not tied to any Altify Account Opportunity. It includes deals that were created and closed within the current fiscal year and tracks how many of those resulted in a win. This serves as a “control group” to benchmark the performance of unplanned opportunities compared to those that were strategically planned through Altify.

  • Metric: Win Rate = Closed Won / (Closed Won + Closed Lost)
  • Filtered By:

    • Stage = Closed Won, Closed Lost

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

    • Cross Filter: Opportunities without Altify Account Opportunities

  • Grouped By:
    • Account Name

How It’s Built

Report Type

A standard report type is used: 'Opportunities'

Filters

  • Created Date: Current FY

  • Stage: Closed Won, Closed Lost

  • 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

  • Expected Revenue

  • Probability (%)

  • Age

  • Close Date

  • Created Date

  • Next Step

  • Lead Source

  • Type

  • Win Rate % (summary formula column)

  • Formula Column: Win Rate %

    • Formula: WON:SUM / CLOSED:SUM

    • Output Type: Percent

    • Decimal Points: 1

    • Displayed At: All Summary Levels

Dashboard Widget Setup

  • Component Type: Bar or Column Chart

  • X-Axis: Account Name (optional if summarizing across accounts)

  • Y-Axis: Win Rate %

  • Color/Legend: Opportunity Type or Owner

  • Label: 'Win Rate – Unplanned Opportunities'

Why It Matters

  • Baseline ROI Comparison: Shows how non-planned opportunities perform on their own.

  • Strategic Value: Helps highlight the effectiveness of Altify planning by comparison.

  • Coaching Opportunities: Identifies teams or accounts that might benefit from more structured planning.

  • This report helps demonstrate the value of planning by highlighting how unplanned deals perform in isolation. By comparing win rates from this report against planned opportunities, you can build a compelling case for using Altify to improve close rates.

Troubleshooting Tips

  • Confirm that the Stage filter includes only Closed Won and Closed Lost.

  • Double-check the cross filter is excluding Altify Account Opportunities.

  • Both Won and Closed summary fields must be added for the formula to work.

  • Set formula output to Percent, not Number.