Reporting and Dashboard Options with ClosePlan Data
This section shows examples of reports built with ClosePlan data.
Report Data:
- Reports with ClosePlan data are based on Templates.
- Each organization has one or more unique Templates, therefore it is often necessary to create custom fields on the ClosePlan or Opportunity Objects to surface data to Reports.
Report Types:
- Reports are created based on Standard or Custom Report Types.
- Account and Opportunities reports can be created from:
- Accounts and Opportunities WITH ClosePlans (Standard Report Type)
- Accounts and Opportunities WITH and WITHOUT ClosePlans (Standard Report Type)
- Custom Report Types
Custom Report Types in organizations that use Role Hierarchy show all records below the current Role.
- Standard Reports show all the Opportunities the Running User can see.
- Custom Report Types will only show Opportunities owned by a User with the same Role or lower in the Hierarchy.
- In this case if the missing Opportunities are owned by a User with a Role higher in the Hierarchy, the Running User will need to click on that Role in the Hierarchy selector.
- If there is a User without provided Role, those records will be not shown in the report at all.
Workaround: Create a "Global" role that sits above all other roles in the system, and then save your custom reports set with "Global" as the hierarchy level.
Report examples for which you can show data:
Playbook - Event status, Checklist progress and/or Checklist completion, etc.
Scorecard - Overall Scorecard score, Categories score, Questions completed, selected Answers with selected Scores, etc.
Relationships Map - Number of Stakeholders on the map, number of Stakeholders for individual Stakeholders values (i.e. for individual Roles, Support Status, Decision Status), etc.
ClosePlan Coverage - percentage coverage of ClosePlan within Opportunities by Rep.
Opportunity Reports:
Each screenshot contains 2 images. The screenshots can be opened by hovering over and clicking. Each screenshot contains 2 images that show greater detail. The first image shows the report and the second image shows the report with the corresponding data-flow from ClosePlan.
- Click on the report picture to see more details or zoom out
- Click on the arrows
to toggle between embedded images.
1. ClosePlan Forecast Call Report - grouped by Fiscal Period
- This Report is created with a standard report type and shows Opportunities only with created ClosePlans
- Report creation: ClosePlan Forecast Call Report grouped by Fiscal Period
Report with conditional formatting:
Full view of all fields if detail rows enabled
2. ClosePlan Forecast Call Report
- This Report is created with a custom report type and shows Opportunities with and without created ClosePlans
- Report creation: ClosePlan Forecast Call Report
Report with conditional formatting:
Full view of all fields if detail rows enabled
3. Opportunity ClosePlan Adoption
Report creation: ClosePlan Opportunity Adoption Report
4. Scorecard Report
Questions with selected answer scores (This report is incomplete and currently not usable)
- This Report is created with a standard report type and shows Opportunities with CP and Scorecard Questions
- Report type: Custom Report Types#Opportunities-with-Scorecard-Questions-and-Answers
5. Playbook + Scorecard + Relationships Map
a. Event Checklist (Activities) progress %, Scorecard Category Score % and # of Stakeholders
b. Event status, Scorecard category score in points
c. Event status and checklist (Activities) progress
6. Playbook
Completed Event Checklist (Activities)
Report type: Custom Report Types#Opportunities-with-Playbook-Events-and-Checklist-Items
7. Scorecard + Playbook (joined report)
Answered and unanswered Scorecard Questions + Events Checklist completion
Report types:
Custom Report Types#Opportunities-with-Scorecard-Questions-and-Answers
Custom Report Types#Opportunities-with-Playbook-Events-and-Checklist-Items
8. ClosePlan Covered By Report
Opportunities with Stakeholders (Contacts) and Covered by users.
Report type:
9. ClosePlan Opportunity Coverage Report (joined report)
ClosePlan coverage report = % of Opportunities with ClosePlan deployed sorted by Rep.
% Coverage = % ClosePlan deployed
% No ClosePlan = % ClosePlan is not deployed
10. ClosePlan Win Rates
Standard Report Type: Opportunities
Report Creation:
11. Report 2): Scorecard Category Analysis
Report Type:
Accounts Reports:
1. Relationships Maps
Relationships maps with # Stakeholders
Report type:Custom Report Types#Accounts-with-Relationship-Maps-and-with/without-Stakeholders-(Contacts)
2. Account Relationships Maps with related Opportunities Map and # Stakeholders - joined Report
Repor types:
Custom Report Types#Accounts-with-Relationship-Maps-and-with/without-Stakeholders-(Contacts)
Custom Report Types#Opportunities-with-Relationship-Maps-and-with/without-Stakeholders-(Contacts)
3. Contacts with Account Maps and Activities (joined report)
Report shows Contacts mapped in the Account Maps. The second block shows Contacts with Activities (Tasks)
Report types:
Custom Report Types#Contacts with/without Account Map Nodes
Custom Report Types#Contacts with/without Activities
Account Plan Reports
1. Account Plans with Scorecard Answers
Custom Report Type: Account Plans with Scorecard Answers
Primary Object: Accounts
Or the following Custom Report Type:
Custom Report Type: Account plans with/without Scorecard answers
Primary Object: Accounts
Report: (Note the following fields contain renamed fields and look up fields NOT defined clearly here. This documentation needs an update. DD - Mar 2024)
Filter as needed:
2. Account Plan Adoption by Rep
Report shows Account Plans created by Reps with last date modified information for Account Plan, Scorecard, Whitespace Map.
Custom Report Type: Accounts with/without Account Plans
Primary Object: Accounts
To create the Field AP Last Modified (Days)
Go to the Gear icon in the top Right > Set up
Select the Object Manager tab
In the Quickfind box enter CP: Account Plan
Select Fields and Relationships > New
Step 1:Choose the field type
Select Formula > Next
Step 2: Choose Output Type
Field Label: AP Last Modified (Days)
Field Name: SUBS_APLastModifiedDays
Formula Return Type: Number (Decimal Places = 0) > Next
Step 3: Enter Formula
Simple Formula: TODAY() - DateValue(LastModifiedDate)
(Click the Check Syntax button to check the formula) > If ok > Next
Step 4. Establish field-level security
Next (or select options as desired)
Step 5: Add to page layouts
Save (Or Save & New of you are creating additional fields)
Historical Trending (Tracking) Reports:
Historical trend reporting allows tracking of how field values have changed over time.
When setting up historical trend reporting, keep in mind that retaining historical data increases storage requirements.
Salesforce historical tracking limitations:
- Max. 3 objects
- Reports can be built only per Object
- Max. 8 fields per Object (The Opportunity Object has already 5 fields set as default, leaving only 3 custom fields that can be tracked)
- Formula and Roll-up Summary Fields can not be tracked
Because of Salesforce limitations is impossible to track all ClosePlan fields. Workaround solutions must be created via process builder.
Steps:
Process Builder:
- Click + Add Object