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Please Note: Salesforce Administrator permissions are required to adjust custom attributes for Product Lines and Metrics found in the section. |
Whitespace
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Layout & Navigation
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The Whitespace Tab contains two sub tabs: Options and Import Data
Options
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The Options sub tab shows:
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Allows to set up the template in Price or Quantity value, select the available Products Lines and Metrics defined in the Custom Attributes and add a Product Groups to reorder the product lines in desired hierarchy.
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Price / Quantity Mode
Determines whether to use Price (Price Based) or Quantity (Quantity Based) as the primary data point and displays in the Whitespace Map accordingly.
Price-Based Example:
refers to the amount of money
Quantity-Based Example:
refers to the number of units
Available Attributes -
List of
Product Lines and Metrics
These items are created defined in Custom Attributes (ClosePlan Admin Tab > Custom Attributes) or in deployed Templates.
Selected Product Lines - List of selected Product Lines that
selected items will be
displayed in the Whitespace map when template is deployed. Items can be reordered
, edited or deleted.
Selected Metrics - List of selected Metrics that
selected items will be
displayed in the Whitespace map when template is deployed. Items can be reordered and deleted
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Create Product Line Groups with Hierarchy
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Add Product Group
allows to group selected Product Lines in a hierarchy
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- Click on the
Create the Parent
to create the first group, click on Add Product Group button
Name the Group and click Save or Save & New to create additional Groups
- Arrange the Groups and the Whitespace Product Line items as needed
and enter the Name. Select Save to save the single record or select Save & New to add more groups and Parent group in hierarchy if needed.
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Result:
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Groups can be also added directly from the existing group.
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To reorder the items, simply drag and drop the Product Groups and Lines into desired hierarchy.
Example:
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Import Data
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| Info |
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The |
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tab is functional only in Active or Archived versions of templates. |
Allows ClosePlan Admins to create, update or bulk upload Account Plan Whitespace items, Product Lines and Business Units/Groups using a CSV file.
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.
Example of Blank Import Data sub tab page:
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Example of Import Data sub tab with previously run jobs:
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Displays a list of
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jobs that have been run on the template version selected.
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Upload Files - Uploads a CSV file (Based on the downloaded Template).
Note: Uploading the Template based CSV creates a new Account Plan or updates an existing Account Plan in the current Account.
See the section Bulk Upload Whitespace Items below
A new Account Plan is created in the Account when there is no Account Plan present
ORExisting Account Plans do not match all of the following:
Account ID
Template ID
Start/End Period Range
An existing Account Plan is updated when the Account Plan record matches all of the following:
Account ID
Template ID
Start/End Period Range.
Download Template - Downloads a CSV file with sample Whitespace information based on the current Account Plan Template version
See below for information about the CSV file.
Eye Icon - Click to view the CP: Async Job Log - This log provides additional information about the processed job and the associated files
Start - Indicates the date and time the Upload Files process started
End - Indicates the date and time the Upload Files process finished
Status - Displays the status of the process
Finished: The process is finished with one or more errors that did not result in failure
Failed: The process was not completed for any reason
Processing: The process is in progress, not yet completed
Succeeded: The process finished successfully with no errors
Uploaded File - Click icon to download the original uploaded file
Results File - Click icon to download CSV information about the processed job
Message - Provides a brief overview of processed jobs.
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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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