Overview

The Sales Playbook is composed of Events displayed in the Event List, in Gantt and in Kanban.

Accessing Playbook

Access Playbooks in different ways based on configuration. See the general accessibility description here.

Note:

Events

Events are the key components of a ClosePlan and represent the tasks required to complete a deal in your organization.

Events are displayed in the Event List, in the Gantt view and in the Kanban view.

Events are set by templates, but new Events can also be created in the Playbook.

Events can be set with or without Stage progression, Dependencies and/or Checklist items.

Stage and Event Behavior

Sales stages monitor the progression of the deal. If event stages are set with  auto-progression, they will affect event behavior and the subsequent closure of each stage.  
Additional settings that may affect event closure and dependent stage closures are: Event Dependencies and Checklist items. 

Stage Closure: there are 3 conditions that can affect the closing of an event:


Event Closure: there are 2 conditions that can affect the closing of an event

      1.Event Dependency

  1. Required Dependency - A Required Dependency is marked in orange, and allows you to close the main Event only after closing the subordinate event on which it is dependent.

  2. Not Required Dependency - A Not Required Dependency is marked in grey color and allows you to close the main Event even if the subordinate event on which it is dependent remains open.

      2. Checklist item - Lists the tasks of team members.

  1. Required  - Required items are marked with a red line next to the checkbox and will block the closing of the Event if the task is open.

  2. Not Required - Items that are Not Required do not have to be completed before closing the Event.   

Example:

          

Adding a New Event

You can add a new Events to customize your process.

Note:

New Events can be created from:

Event Panel Window

When creating a new Event, the Detail section of the Event allows you to add Checklist items for that Event.

After the Event is created, editing or viewing the Event allows you to add Files, Notes, Chatter and Help & Job Aids.

The Event panel window can be displayed in 2 ways: You can view all data stacked on one page, or in individual tabs.

Editing Events


Checklist:

The Checklist is used to add tasks for team members. It shows % complete in the progress bar and in the Gantt event bar.

To add a new Checklist Item:


Files:

Allows you to add specific links and/or files to an individual event.

         


Notes:

Notes enables you to add notes to the event.


Chatter: 

Chatter enables you to create a post related to the event that allows for feedback.

If there is not Chatter tab, the Chatter is set as disable.

Event List

Event List shows a list of events created by your organization and also newly created events.

With stage progression turned on, Event List displays events for the Current Stage. You can also switch to All Stage view mode.

Current stage display:                                                                                 All stages display: 

  

Event List Layout & Navigation

  1. Playbook view setting

    1. All Stages

    2. Current Stage

  2. Mutual - Toggle Mutual Event

  3. Kanban - Switch to Kanban view

  4. Gantt  - Switch to Gantt chart view

  5. New - Create new Event

  6. Search bar

  7. Filter - Select  view filters

    1. My Events Only

    2. Open Events Only

    3. Mutual Events Only

    4. Internal

    5. Partner

    6. Customer

    7. Other

  8. Expand Playbook view area

  9. Show all Checklist items in all Events

  10. Playbook Export

    1. Mutual Plan Export - Export will include only Mutual Events

    2. Playbook Export - Export will include all Events

    3. Format: Excel

    4. PDF

    5. Web Presentation

  11. Gear icon

    1. Refresh - Refreshes and updates

    2. Move Events - Changes the timing of Events in Playbook

  12. Stage - Displays Stage name

  13. Status - shows the actual status of the event. Click on the button to change the Event Status

     

    1. Not Started -The Event has been not started yet - Nobody is working on it

    2. In Progress - The Event is in progress

    3. On Hold - Event is on hold

    4. Completed - The Event has been completed

    5. Canceled - The Event has been canceled.

    6. Not Applicable - Event is not applicable to this deal.

  14. Event Name

  15. Checklist Items

  16. Edit Event - Opens a modal to edit Event details

  17. Help and Jpb Aids - Opens a modal to access company provided Support Materials

  18. Attachments - Indicates the presence of and accesses attachments

  19. Edit of Delete Event

  20. Current Stage - Displays the Current Stage 

Gantt

The Gantt chart illustrates the Events in a Grid and Bar area

If auto stage progression is set, events are sorted by the stage to which they are assigned. (These settings are made when creating a template for a given ClosePlan) 

New events can be added directly to the stage.

Gantt displays event dependencies. 

If the event has set checklists, the event shows the percentage of their fulfillment.

Gantt Layout & Navigation

  Toolbar

 Sidebar area 

The Sidebar area allows you to:  

 Gantt area 

Contains Events in the timeline and in stages. Also allows you to see selected time periods (e.g. Q1, Q2).

                  

                    

                    

Kanban

Divides the Events according to current Status. 

Drag and drop individual Events to different Status settings.

Click on the desired Event to open the event details. You can add Notes and Chatter posts for the Event, edit or delete the Event, and change the Status.