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Primary Object: Opportunities
Report Type Label: Opportunities with/without ClosePlan
Report Type Name: OpportunitiesWithWithoutClosePlan
Description: Opportunities with/without ClosePlan
Store in Category: Opportunities
Deployment Status: Deployed
Next
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Primary Object: Opportunities
Report Type Label: Opportunities with Scorecard Questions and Answers
Report Type Name: OpportunitiesWithScorecardQuestionsAndAnswers
Description: Opportunities with Scorecard Questions and Answers
Store in Category: Opportunities
Deployment Status: Deployed
Next
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Primary Object: Opportunities
Report Type Label: Opportunities with Scorecard Questions and Tasks
Report Type Name: OpportunitiesWithScorecardQuestionsAndTasks
Description: Opportunities with Scorecard Questions and Tasks
Store in Category: Opportunities
Deployment Status: Deployed
Next
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Primary Object: Opportunities
Report Type Label: Opportunities with CP Events and Checklist Items
Report Type Name: OpportunitiesWithCPEventsAndChecklistItems
Description: Opportunities with CP Events and Checklist Items
Store in Category: Opportunities
Deployment Status: Deployed
Next
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Primary Object: Opportunities
Report Type Label: Opportunities with CP Events and Tasks
Report Type Name: OpportunitiesWithCPEventsAndTasks
Description: Opportunities with CP Events and Tasks (Actions)
Store in Category: Opportunities
Deployment Status: Deployed
Next
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Primary Object: Opportunities
Report Type Label: Opportunities with Maps with Stakeholders
Report Type Name: OpportunitiesWithMapsWithStakeholders
Description: Opportunities with CP Relationship Maps and with Stakeholders
Store in Category: Opportunities
Deployment Status: Deployed
Next
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Report Type Label: Opportunities with Maps with/without Stakeholders
Report Type Name: OpportunitiesWithMapsWithWithoutStakeholders
Description: Opportunities with CP Relationship Maps and with/without Stakeholders
Store in Category: Opportunities
Deployment Status: Deployed
Next
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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 CP Deal Stakeholders > “B” records may or may not have related “C” records
Save
Account
Accounts with Relationship Maps and with Stakeholders (Contacts)
Report type shows Accounts with Relationship Maps and only with Stakeholders = added Contacts to the map.
This report type shows Relationship Map Name, # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes
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Primary Object: Account
Report Type Label: CP Account Maps with Stakeholders
Report Type Name: CPAccountMapsWithStakeholders
Description: Accounts with Relationship maps and with Stakeholders
Store in Category: Accounts & Contacts
Deployment Status: Deployed
Next
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Click on (Click to relate another object)
Select Account Maps > Each “A” record must have at least one related “B” record
For another object select Nodes > Each “B” record must have at least one related “C” record
Save
Accounts with Relationship Maps and with/without Stakeholders (Contacts)
Report type shows created Relationship Maps with and without Stakeholders = added Contacts to the map and created maps where is not added Contact yet.
This report type shows Relationship Map Name, # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes
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Primary Object: Account
Report Type Label: CP Account Maps with/without Stakeholders
Report Type Name: CPAccountMapsWithWithoutStakeholders
Description: Accounts with Relationship maps and with/without Stakeholders
Store in Category: Accounts & Contacts
Deployment Status: Deployed
Next
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Click on (Click to relate another object)
Select Account Maps > Each “A” record must have at least one related “B” records
For another object select Nodes > “B” records may or may not have related “C” records
Save
Accounts with Account Plans and with Whitespace Items
Report type shows Accounts with Account Plans and Whitespace attributes = business units, product lines, metrics, account maps
This report type shows Account plan Name, Scorecard Score % overall, created Business Units, selected picklist for Product lines, Metrics, related Opportunities, Account maps, # Stakeholders (Contacts)
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Primary Object: Account
Report Type Label: Account Plans with Whitespace
Report Type Name: AccountPlansWithWhitespace
Description: Account Plans with Whitespace attributes
Store in Category: Accounts & Contacts
Deployment Status: Deployed
Next
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Click on (Click to relate another object)
Select CP Account Plans > Each “A” record must have at least one related “B” record
For another object select Whitespace Items > Each “B” record must have at least one related “C” record
Save
Report type will not include # Stakeholders field. In this case this field or other fields from the Account Maps object need to be added to this report type via lookup.
Click Edit Layout
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From View select Whitespace Items Fields and hit Add fields related via lookup
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Open Account Map
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Select # Stakeholders > Ok
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To rename the field, go to Whitespace Items section and rename it for # Stakeholders
How to rename the fields: double clic on the field > rename > Ok
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Click Save to save the layout.