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Opportunity

Opportunities with/without ClosePlan

ClosePlan Forecast Report can be created on the standard report type Opportunities with ClosePlans or on the custom report type Opportunities with/without ClosePlan..

  • 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 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

  • Primary Object: Opportunities

  • Report Type Label: Opportunities with/without ClosePlan

  • Report Type Name: OpportunitiesWithWithoutClosePlan

  • Description: Opportunities with/without ClosePlan

  • Store in Category: Opportunities

  • Deployment Status: Deployed

  • Next

  • Click on (Click to relate another object)

  • Select ClosePlan and tick “A” records may or may not have related “B” records

  • Save

Opportunities with Scorecard Questions and Answers

This report type enables to create report with ClosePlan Scorecard Categories, Questions, Answers and Notes.

  • Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

  • Primary Object: Opportunities

  • Report Type Label: Opportunities with Scorecard Questions and Answers

  • Report Type Name: OpportunitiesWithScorecardQuestionsAndAnswers

  • Description: Opportunities with Scorecard Questions and Answers

  • Store in Category: Opportunities

  • Deployment Status: Deployed

  • Next

  • 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 type will not include Scorecard Category Score % field and Category Sort Order field to order the categories in the report based on the template. In this case these 2 fields need to be added to this report type via lookup.

  • Click Edit Layout

  • From View select Scorecard Questions Fields and hit Add fields related via lookup

  • Open Question Category

  • Select Sort Order and Total Score % fields > Ok

  • 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 on the field > rename > Ok

  • Click Save to save the layout.

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)

  • Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

  • Primary Object: Opportunities

  • Report Type Label: Opportunities with Scorecard Questions and Tasks

  • Report Type Name: OpportunitiesWithScorecardQuestionsAndTasks

  • Description: Opportunities with Scorecard Questions and Tasks

  • Store in Category: Opportunities

  • Deployment Status: Deployed

  • Next

  • 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 Activities > “C” records may or may not have related “D” records

  • Save

Report type will not include Scorecard Category Score % field and Category Sort Order field to order the categories in the report based on the template ordering. In this case these 2 fields need to be added to this report type via lookup.

  • Click Edit Layout

  • From View select Scorecard Questions Fields and hit Add fields related via lookup

  • Open Question Category

  • Select Sort Order and Total Score % fields > Ok

  • 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 on the field > rename > Ok

  • Click Save to save the layout.

Opportunities with Playbook Events and Checklist Items

This report type shows Opportunities with Playbook Events and Checklist Items.

  • Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

  • Primary Object: Opportunities

  • Report Type Label: Opportunities with CP Events and Checklist Items

  • Report Type Name: OpportunitiesWithCPEventsAndChecklistItems

  • Description: Opportunities with CP Events and Checklist Items

  • Store in Category: Opportunities

  • Deployment Status: Deployed

  • Next

  • Click on (Click to relate another object)

  • Select ClosePlan > Each “A” record must have at least one related “B” records

  • For another object select ClosePlan Events > Each “B” record must have at least one related “C” records

  • For last object select Checklist > “C” records may or may not have related “D” records

  • Save

Opportunities with Playbook Events and Tasks (Actions)

This report type shows Opportunities with Playbook Events and Tasks (named in Playbook as Actions)

  • Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type

  • Primary Object: Opportunities

  • Report Type Label: Opportunities with CP Events and Tasks

  • Report Type Name: OpportunitiesWithCPEventsAndTasks

  • Description: Opportunities with CP Events and Tasks (Actions)

  • Store in Category: Opportunities

  • Deployment Status: Deployed

  • Next

  • Click on (Click to relate another object)

  • Select ClosePlan > Each “A” record must have at least one related “B” records

  • For another object select ClosePlan Events > Each “B” record must have at least one related “C” records

  • For last object select Activities > “C” records may or may not have related “D” records

  • Save

Opportunities with Relationship Maps and Stakeholders (Contacts)

Report type shows Relationship Maps only with Stakeholders = added Contacts to the map and automatically added Contacts from the Opportunity Contact Roles when CP is created.

This report type shows # Stakeholders, Stakeholders attributes = Contact Name, Decision Influence, Role, Relationship, Support Status, Notes

  • Primary Object: Opportunities

  • Report Type Label: Opportunities with Maps with Stakeholders

  • Report Type Name: OpportunitiesWithMapsWithStakeholders

  • Description: Opportunities with CP Relationship Maps and with Stakeholders

  • Store in Category: Opportunities

  • Deployment Status: Deployed

  • Next

  • Click on (Click to relate another object)

  • Select ClosePlan > Each “A” record must have at least one related “B” records

  • For another object 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 = 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 no Contact yet.

This report type shows # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes

Primary Object: Opportunities

  • Report Type Label: Opportunities with Maps with/without Stakeholders

  • Report Type Name: OpportunitiesWithMapsWithWithoutStakeholders

  • Description: Opportunities with CP Relationship Maps and with/without Stakeholders

  • Store in Category: Opportunities

  • Deployment Status: Deployed

  • Next

  • Click on (Click to relate another object)

  • Select ClosePlan > Each “A” record must have at least one related “B” records

  • For another object select CP Deal Stakeholders > “B” records may or may not have related “C” records

  • Save

Account

Accounts with Relationship Maps and with Stakeholders (Contacts)

Report type shows Accounts with Relationship Maps and only with Stakeholders = added Contacts to the map.

This report type shows Relationship Map Name, # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes

Primary Object: Account

  • Report Type Label: CP Account Maps with Stakeholders

  • Report Type Name: CPAccountMapsWithStakeholders

  • Description: Accounts with Relationship maps and with Stakeholders

  • Store in Category: Accounts & Contacts

  • Deployment Status: Deployed

  • Next

  • 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 Nodes > Each “B” record must have at least one related “C” record

  • Save

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 yet.

This report type shows Relationship Map Name, # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes

Primary Object: Account

  • Report Type Label: CP Account Maps with/without Stakeholders

  • Report Type Name: CPAccountMapsWithWithoutStakeholders

  • Description: Accounts with Relationship maps and with/without Stakeholders

  • Store in Category: Accounts & Contacts

  • Deployment Status: Deployed

  • Next

  • 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 Nodes > “B” records may or may not have related “C” records

  • Save

Accounts with Account Plans and with Whitespace Items

Report type shows Accounts with Account Plans and Whitespace attributes = business units, product lines, metrics, account maps

This report type shows Account plan Name, Scorecard Score % overall, created Business Units, selected picklist for Product lines, Metrics, related Opportunities, Account maps, # Stakeholders (Contacts)

Primary Object: Account

  • Report Type Label: Account Plans with Whitespace

  • Report Type Name: AccountPlansWithWhitespace

  • Description: Account Plans with Whitespace attributes

  • Store in Category: Accounts & Contacts

  • Deployment Status: Deployed

  • Next

  • 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 Whitespace Items > Each “B” record must have at least one related “C” record

  • Save

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.

  • Click Edit Layout

  • From View select Whitespace Items Fields and hit Add fields related via lookup

  • Open Account Map

  • Select # Stakeholders > Ok

  • To rename the field, go to Whitespace Items section and rename it for # Stakeholders

    • How to rename the fields: double clic on the field > rename > Ok

  • Click Save to save the layout.

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