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The ClosePlan Forecast Report can be created based on a standard report Standard Report type, or on the custom report can be based on a Custom Report type
Opportunities with ClosePlans - Standard report typeReport 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 or without a ClosePlan.
In this Report , fields can be renamed, however, but hidden fields and a few standard fields will not be available (e.g. Fiscal period, Age)
To create the 'Opportunities with/without ClosePlan' custom report 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 Custom Report type will show a report with:
Scorecard Categories
Scorecard Questions
Scorecard Answers
Notes
To create the 'Opportunities with Scorecard Questions and Answers' report 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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Click on (Click to relate another object)
Select ClosePlan > Each “A” record must have at least one related “B” records
For another object select Select Scorecard Questions > Each “B” record must have at least one related “C” records
For last object select Select Answers > “C” records may or may not have related “D” records
Save
Scorecard Answers are found in unique fields
NOTE: This report Report type will not include:
Scorecard Category Score % field
Displays the score for individual categories in the report based on the template.
Category Sort Order field
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.
To add these fields:
Click Edit Layout
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From View select Scorecard Questions Fields and hit Add fields related via lookup
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This report type shows Opportunities with Scorecard Categories, Questions, Notes and Tasks (named in the Scorecard as Actions‘Actions’)
To create the 'Opportunities with Scorecard Questions and Tasks' report type:
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Click Save to save the layout.
Opportunities with
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CP Events and Checklist Items
This report type shows Opportunities with Playbook Events and Checklist Items.
To create the 'Opportunities with Playbook Events and Checklist Items' report typethis 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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Click on (Click to relate another object)
Select ClosePlan > Each “A” record must have at least one related “B” records
Select CP: Events > Each “B” record must have at least one related “C” records
Select CP: Event Checklist Items > “C” records may or may not have related “D” records
Save
Opportunities with
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CP Events and Tasks (Actions)
This report type shows Opportunities with Playbook Events and Tasks (named in Playbook as Actions)
Note: In Playbooks, tasks are ‘Actions’
To create the ‘Opportunities with Playbook CP 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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Click on (Click to relate another object)
Select ClosePlan > Each “A” record must have at least one related “B” records
Select CP: Events > Each “B” record must have at least one related “C” records
Select Feed: CP: Event > “C” records may or may not have related “D” records
Save
Opportunities with Relationship Maps
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with Stakeholders (Contacts)
Report type shows only Relationship Maps only with Stakeholders = added Contacts to on the map and as well as automatically added Contacts from the Opportunity Contact Roles when CP a ClosePlan is created.
This report type shows e.g. # Stakeholders, Stakeholders attributes = such as Contact Name, Decision Influence, Role, Relationship, Support Status, Notes
To create the ‘Opportunities with Relationship Maps and with Stakeholders’ 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 Select CP Deal Stakeholders > Each “B” record must have at least one related “C” records
Save
Opportunities with Relationship Maps and with/without Stakeholders (Contacts)
Report type shows Relationship Maps with and without Stakeholders = Contacts added Contacts to the map, automatically added Contacts from the Opportunity Contact Roles when CP is created and opportunities where ClosePlan has been created but there is are no Contact Stakeholders yet.
This report type shows e.g. # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes
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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 Select CP Deal Stakeholders > “B” records may or may not have related “C” records
Save
Account
Accounts with Relationship Maps
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with Stakeholders (Contacts)
Report type shows only Accounts with Relationship Maps and only with Stakeholders
Stakeholders are Contacts that have been added to the map.
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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 Select Nodes > Each “B” record must have at least one related “C” record
Save
Accounts with Relationship Maps
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with/without Stakeholders (Contacts)
Report type shows Accounts with Relationship Maps that may or may not have with or without Stakeholders.
Note: Stakeholders are Contacts that have been added to the map.
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To create the 'Accounts with Relationship and with/without Stakeholders' report type:
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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 Select Nodes > “B” records may or may not have related “C” records
Save
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Click on (Click to relate another object)
Select CP: Account Map Nodes > “A” record may or may not have related “B” record
Save
This Report type will not include the Account name the account map is associated with and the Account map name fields. In this case these fields or other fields from the Account Map Nodes object need to be added to this report type via lookup.
To add these fields:
Click Edit Layout
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From View select CP:Account Map Nodes Fields and hit Add fields related via lookup
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Open Map
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Select Name
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click view related fields by the next to Account
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select Select Account Name and hit Ok
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To rename the fields, go to Account map nodes section and rename it as needed. For example
Account Name rename for to Map: Account Name,
Name rename to Account Map NameHow to To rename the fields: double clic click on the field > rename > Ok
Click Save to save the layout.
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Accounts with Account Plans and Whitespace Items
This Report type shows Accounts with Account Plans and Whitespace attributes = including business units, product lines, metrics, account maps
This report type shows e.g. Account plan fields such as 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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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 Select Whitespace Items > Each “B” record must have at least one related “C” record
Save
This 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.
To add these Fields:
Click Edit Layout
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From View select Whitespace Items Fields and hit Add fields related via lookup
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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 with 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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Click on (Click to relate another object)
Select CP Account Plans > Each “A” record must have at least one related “B” records
For another object select Select Scorecard Questions > Each “B” record must have at least one related “C” records
For last object select Select Answers > “C” records may or may not have related “D” records
Save
This Report type will not include Scorecard Category Score % field. In this case this field needs to be added to this report type via lookup.
To add this field:
Click Edit Layout
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From View select Scorecard Questions Fields and hit Add fields related via lookup
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Find the field in the Scorecard Question section and rename Category Score % field
How to To rename the fields: double clic click on the field > rename > Ok
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