Page Comparison

The following describes how to access and define Account Plan Templates as well as Account Plan functions.

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1. Template Name and Version - Indicates the name and version of the Template.

2. Template Information - Contains:

   1. Name - Indicates the name of the Template

   2. Description - Descriptive Template information can be entered here.

3. Versions - indicates versions of the current Template and its Status

   1. v1 is the initial version

   2. COPY: copies ID that identifies the Template and version

   3. Status - Displays the selected Status

4. Version Information - Contains:

   1. Version Name - Version name can be edited

   2. Version Description - Descriptive version information can be entered here.

   3. Status - Displays the selected Status. To change the status, click on the Edit button in the top right.

      1. Draft - Template is in Draft mode and can be edited.

      2. Active- Template is Active. Active Templates cannot be edited. To edit an Active Template, the status must be changed to Draft mode by clicking on the (8) Edit Button

      3. Archived - Template is Archived and have inactive status 

   4. Deploy Status - Indicates if the version is Unused or Deployed

      1. Unused - Template is not in use, and can be edited or deployed

      2. Deployed- Template is in use. It cannot be directly modified. To make changes to a Deployed Template, you must create a new version or clone the Template. You can then edit and deploy the new version of the template or cloned template. 

5. Filter Criteria - Contains:

   1. ‘Edit Filters’ button - From this modal, filters can be set and enabled. See: Template Filter Settings

   2. Enabled: Indicates if filters are enabled or disabled

   3. Filter 1, Filter 2, Filter 3 - Displays active Filters

6. Clone - Used to create a copy of the Template. The cloned Template will be in Inactive (draft) mode. To use the clone template, the status must be Active. 

7. New Version - Creates a new version of a Template. If the original version is already deployed, you can create a new version of the deployed Template.  The new version will be in Draft mode. Make your changes and activate the template to use it in your ClosePlan.

8. Edit - Edits the Template and enables you to assign Template status: Draft, Active or Archived.

9. Back - Returns you to the Account Plan Templates menu.

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• Available - List of available Product Lines and Metrics

  • These items are created in Custom Attributes (ClosePlan Admin Tab > Custom Attributes) or in deployed Templates.

• Selected Product Lines - List of selected Product Lines that will be added to the Template. Items can be reordered and deleted from the list.

• Selected Metrics - List of selected Metrics that will be added to the Template. Items can be reordered and deleted from the list.

 Import Data sub tab

• The Import Data sub tab is functional only in Active or Archived versions of Account Plan Templates.

• The Import Data sub tab is not active in Draft versions of Templates.

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The fields are as follows:

• Account ID (Required*): This column holds the Salesforce Account ID.

  • Use the 15 or 18 character ID

  • Each Product or Metric item that is needed for a single Account will require that the Account ID cell is populated with the Account ID.

    • Example: If 3 product lines are entered, each line will require the corresponding Account ID

• Status (Optional): 

  • Assign Status:

    • Open

    • Deployed

    • Opportunity

    • Competitor

  • Updates the Product Line Status

  • Note: If you are building a file to upload the Whitespace Metrics, this field should be null

• Market Value (Optional): Applies to updating the Product Line “Market Value” in the Whitespace Map

• Our Share (Optional): Applies to updating the Product Line “Our Share” in the Whitespace Map

• Metric Value (Optional): Represents the value to be set if you are updating a Whitespace Metric (As Opposed to a Product Line Status)

• Product/Metric Name (Required*): The Product Line Name or Metric Name

• Business Unit (Required*): The Business Unit Name

• Business Unit Group (Optional): 

  • The Parent Group of the Business Unit 

  • Note: This field is only needed if you are creating a new Business Unit in your Whitespace map and you want to ensure it has a proper Parent Group

• Period Start Date (Optional): The Account Plan Period Start Date for the Account Plan you wish to create or update

  • NOTE: Format must be: YYYY-MM-DD

• Period End Date (Optional): The end date for the Account Plan Period

  • NOTE: Format must be: YYYY-MM-DD

• Currency (Optional):

  • Multicurrency must be enabled

  • If left null, will default to company currency 

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• Click  the ‘+ Question’ button, the Select Question Type Modal will pop up

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• Select the Question Type

  • Example, Text Question

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