Report: Won from Potential – This FY

This topic explains the report/widget 'Won from Potential – This FY' in the Account Planning ROI dashboard.

The following are covered:

What It Measures

This chart highlights the total value of Altify Account Opportunities that were both Qualified and ultimately Won during the current fiscal year. It measures the dollar impact of planning-qualified opportunities that converted to revenue. This is a high-value ROI indicator, revealing the direct pipeline impact of Altify planning and qualification activities.

  • Metric: Sum of Reporting Amount
  • Filtered By:
    • Was Qualified = True

    • Opportunity Type = Won

    • Created Date = Current FY (Jan 1 – Dec 31, 2025)
  • Grouped By:
    • Created Date (Fiscal Quarter format)
    • Account Name
    • AM Solution Name

How It’s Built

Report Type

A custom report type is used, as follows:

  • Name: 'Accounts with Planned Opportunities – ROI'

  • Objects:

    • Primary Object: Accounts

    • Related Object: Altify Account Opportunities

Filters

  • Created Date: Current FY (from the Created Date on the Altify Account Opportunity object)

  • Was Qualified: Equals True

  • Opportunity Type: Equals Won

Groupings (Outline)

The following rows are grouped:

  • Account Name
  • Created Date (displayed as fiscal quarters: Q1 FY2025, Q2 FY2025, etc.)
  • AM Solution: Solution Name

Columns Added

  • Opportunity Name
  • Opportunity Type
  • Account Opportunity Name
  • Reporting Amount

Dashboard Widget Setup

  • Component Type: Vertical Bar
  • X-Axis: Created Date (fiscal quarter)
  • Y-Axis: Sum of Reporting Amount
  • Color/Legend: AM Solution Name (optional)
  • Label: 'Won from Potential – This FY'

Why It Matters

  • Conversion Insight: ROI Tracking: Ties qualified planning opportunities to actual won revenue.

  • Sales Enablement: Validates which planning activities are turning into deals.

  • Quarterly Impact: Provides visibility into planning effectiveness over time.

Troubleshooting Tips

  • Make sure Was Qualified = 'True' is accurately maintained.
  • Check that Reporting Amount and Created Date are populated.
  • Ensure Created Date is grouping into correct fiscal quarters.