Installing the Account Planning ROI Dashboard

This topic contains the following:

What the package contains

The Account Planning ROI dashboard contains the following:

  • One custom report type, 'Accounts with Planned Opportunities - ROI', for analyzing opportunities that have been worked in Altify.

  • Fifteen reports (see Account Planning ROI Dashboard for names and descriptions).

  • One pre-built dashboard (where the above reports are divided among the sections Momentum, Impact and Sales Velocity.

Install the package

To install the Account Planning ROI dashboard, do the following:

  1. Request the package installation URL from your Customer Success Manager (CSM), an Altify Support Representative or an Altify Consultant.

  2. Open the package installation URL in your browser. This URL is provided by Altify.

  3. Log into Salesforce.com with your administration username and password.

  4. Select Install for All Users when the install window opens and click Install.

  5. After a short interval, you should see a confirmation that the package has been installed. Click Done.

The dashboard will be available in the 'Altify Account Planning - ROI Dashboard' folder and the reports will be located in the 'Altify Account Planning - ROI Reports' reports folder.

Post installation steps

Following installation, you should do the following:

  1. Ensure all relevant profiles have access to the installed components.

  2. Validate report and dashboard data by reviewing against sample accounts and opportunities.