Page Comparison

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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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1. Account Plan Scorecard Summary Information

   1. Summarizes information about the Scorecard:

      1. Categories

      2. Questions

      3. Max Score

2. Add a Question

   1. Create new questions here by clicking on the ‘+ Question’ button

      1. A modal window will pop up with Question types

         Image RemovedImage Added

         Question Mode List

         • Text

           • Used when text answers are required, where the user posts the answer as plain text.
             Such questions are scored with predefined score value if the answer is provided.
             If no answer is provided, the score is 0.

           • Character Limit = 4096

         • Rich Text

           • Used when a text answer is required and Rich Text is preferred.  Rich Text answers are formatted with WYSIWYG functionality.

         • Scoring

           • Answers are scored based on User’s subjective decision under min/max limit. 

         • Yes/No

           • Users provide simple  Yes / No answer to the related question. If no answer is provided, the score is 0. Yes/No answers can also have an additional text answers provided by the use

         • Yes-No with Answers

           • User answers are combination of Yes-No and Answers type. If Yes is answered, the user will be also prompted to select an answer from the list.
             If the User answers No, the answer list will not appear.
             The score value is added only if the users provides a Yes answer and also selects a text answer from the list. 
             Test answers can be single or multi-select answers.

         • Answers

           • Answers must be defined together with a score value. Possibility to choose single- or multi-select answers.  

             • Single Select - only one answer may be selected,

             • Multi-Select -  one or more answers may be selected

         • Field

           • Sets data from opportunity fields that will be promoted to the question. Users can then continue to work with the answers. 

           • Field answers can also have additional text answers provided by the User

         • Contact Tracking Question

           • Users select Contacts from Salesforce and add them to the Scorecard

3. Category Header

   1. Category bar with questions can be moved up and down to establish order.

4. Question (In this example, Yes/No Single-Select Answer)

5. Answers (In this example, Yes/No Single-Select Answers)

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