Opportunity

Opportunities with/without ClosePlan

ClosePlan Forecast Report can be created on the standard report type Opportunities with ClosePlans or on the custom report type Opportunities with/without ClosePlan..

• Opportunities with/without ClosePlan - Custom report type. This Report shows Opportunities with and without a ClosePlan. In this Report, fields can be renamed, however, hidden fields and a few standard fields will not be available (e.g. Fiscal period, Age)

• Opportunities with ClosePlans - This is a Standard report type. This Report shows only Opportunities with a ClosePlan. These reports cannot be modified; the standard fields in the report type layout cannot be renamed

How to create the 'Opportunities with/without ClosePlan' custom report type:

• Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

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• Click on (Click to relate another object)

• Select ClosePlan and tick “A” records may or may not have related “B” records

• Save

Opportunities with Scorecard Questions and Answers

This report type enables to create report with ClosePlan Scorecard Categories, Questions, Answers and Notes.

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• Click Save to save the layout.

Opportunities with Scorecard Questions and Tasks (Actions)

This report type shows Opportunities with Scorecard Categories, Questions, Notes and Tasks (named in the Scorecard as Actions)

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• Click Save to save the layout.

Opportunities with Playbook Events and Checklist Items

This report type shows Opportunities with Playbook Events and Checklist Items.

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• Click on (Click to relate another object)

• Select ClosePlan > Each “A” record must have at least one related “B” records

• For another object select ClosePlan Events > Each “B” record must have at least one related “C” records

• For last object select Checklist > “C” records may or may not have related “D” records

• Save

Opportunities with Playbook Events and Tasks (Actions)

This report type shows Opportunities with Playbook Events and Tasks (named in Playbook as Actions)

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• Click on (Click to relate another object)

• Select ClosePlan > Each “A” record must have at least one related “B” records

• For another object select ClosePlan Events > Each “B” record must have at least one related “C” records

• For last object select Activities > “C” records may or may not have related “D” records

• Save

Opportunities with Relationship Maps and Stakeholders (Contacts)

This report type shows Opportunities with Relationship Maps = # Stakeholders, Stakeholders attributes = Contact Name, Decision Influence, Role, Relationship, Support Status, Notes

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