Installing the Opportunity Manager ROI Dashboard

This topic contains the following:

What the package contains

The Opportunity Manager ROI dashboard contains the following:

  • One custom report type, 'Opportunities with Altify Opportunity Plans', for analyzing opportunities that have been worked in Altify.

  • Ten reports (see Opportunity Manager ROI Dashboard for names and descriptions).

  • One pre-built dashboard (comprising the sections Momentum, Sales Velocity, Win Rate, Avg. Deal Size and Avg. Sales Cycle).

  • Two custom formula fields on the standard Opportunity object:

    • Altify Plan Quality: Displays the Altify plan status for the related opportunity or indicates 'No Altify Plan' if none exists.

      Note: An opportunity is deemed to have a plan when a user has clicked through to Altify Opportunity Manager via the Opportunity Manager launchpad on the opportunity record.

      Here is the formula that the field applies:

      Copy 
      IF(
          ISBLANK( ALTF__Altify_Opportunity__c),
          "No Altify Plan",
          TEXT(ALTF__Altify_Opportunity__r.ALTF__Opportunity_Status__c)
      )

    • Sales Cycle Duration: Calculates the number of days between the opportunity creation and close date (or current date if still open).

      Here is the formula that the field applies:

      Copy 
      IF(
          ISBLANK(CloseDate),
          TODAY() - DATEVALUE(CreatedDate),
          CloseDate - DATEVALUE(CreatedDate)
      )

Install the package

To install the Opportunity Manager 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 Opportunity ROI' dashboard folder and the reports will be located in the 'Altify Opportunity ROI' reports folder.

Post installation steps

Following installation, you should do the following:

  1. Ensure both custom fields have appropriate Field-Level Security enabled for all relevant profiles.

  2. Validate that the dashboard and reports are populated with data by reviewing sample opportunities.