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Opportunities with/without ClosePlan
The ClosePlan Forecast Report can be created on the a standard report type Opportunities with ClosePlans , or on the custom report type
Opportunities with
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ClosePlans - 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
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 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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Opportunities with Scorecard Questions and Answers
This report type enables to create will show a report with ClosePlan
Scorecard Categories
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Scorecard Questions
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Scorecard Answers
Notes
To create the 'Opportunities with Scorecard Questions and Answers' report type:
Go to Setup > in the Quick Find box enter Report typesTypes > open it > click on New Custom Report Type
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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 Scorecard Questions > Each “B” record must have at least one related “C” records
For last object select Answers > “C” records may or may not have related “D” records
Save
Report Scorecard Answers are found in unique fields
NOTE: This report type will not include:
Scorecard Category Score % field
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Displays the score for individual categories in the report based on the template.
Category Sort Order field
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Orders Scorecard categories in the report based on the template.
In this case these 2 fields need to be added to this report type via lookup.
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Find the fields in the Scorecard Question section and rename them for Category Score % and Category Sort Order
How to rename the fields: double clic click on the field > rename > Ok
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Click Save to save the layout.
Fields used to report on Scorecard Questions and Answers
Each Question Type has a different Field that will display the related answer.
Question Types:
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NOTE: In Question Types with additional Text fields, 2 fields are needed to display the entirety of the answer.
Scorecard Questions with their Answer fields:
Question Type | Answer Field | Object |
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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)
To create the 'Opportunities with Scorecard Questions and Tasks' 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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This report type shows Opportunities with Playbook Events and Checklist Items.
To create the 'Opportunities with Playbook Events and Checklist Items' 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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This report type shows Opportunities with Playbook Events and Tasks (named in Playbook as Actions)
To create the ‘Opportunities with Playbook Events and Tasks (Actions)’ 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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This report type shows e.g. # Stakeholders, Stakeholders attributes = Contact Name, Decision Influence, Role, Relationship, Support Status, Notes
To create the ‘Opportunities with Relationship Maps and Stakeholders’ 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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This report type shows e.g. # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes
To create the 'Opportunities with Relationship Maps and with/without Stakeholders' 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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Report type shows Accounts with Relationship Maps and only with Stakeholders = added Contacts Stakeholders
Stakeholders are Contacts that have been added to the map.
This report type shows e.g. Relationship Map Name, # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes
To create the 'Accounts with Relationship Maps and Stakeholders' 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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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 yetAccounts with Relationship Maps that may or may not have Stakeholders.
Note: Stakeholders are Contacts that have been added to the map.
This report type shows e.g. Relationship Map Name, # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes
To create the 'Accounts with Relationship and with/without Stakeholders' 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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This report type shows e.g. Account plan Name, Scorecard Score % overall, created Business Units, selected picklist for Product lines, Metrics, related Opportunities, Account maps, # Stakeholders (Contacts)
To create the 'Accounts with Account Plans and Whitespace Items' 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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This report type shows Accounts with Scorecard Score Categories, Questions, Answers and Notes
To create the 'Accounts with Account Plan Scorecard Questions and Answers' 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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