Reporting Options with ClosePlan Data

Owned by Anna Madajova
Last updated: Dec 04, 2024 by David Depman
10 min read

 

 

Overview

This section contains a selection of Reports that can be built with ClosePlan data from Opportunities and Accounts, as well as Account Plans.

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/or 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

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

 

 

4. Opportunity Scorecard Report - Every Question Type

Opportunity Scorecard Questions with Answers and Scores

 

Groups and Columns

 

  • In Question Types with additional Text fields, 2 fields are needed to display the entirety of the answer.

    • Answer to the Question

    • Additional Text

  • Some information in the Groups and Columns image is unique to this sample Report. Each Organization is unique, so fields such as ‘Picklist’ relate to picklists in your Organization. In this example the picklists are

    • Competition

    • HR Risk

 

Overview of Scorecard Questions with their Answer Fields

Question Type

Answer Field

Object

Note

Question Type

Answer Field

Object

Note

Text

Text Answer

  • TSPC__TextAnswer__c

CP: Deal Question Answer

 

Rich Text

Rich Text Answer

  • TSPC__RichTextAnswer__c

CP: Deal Question

 

Scoring

Score

  • TSPC__Score__c

CP: Deal Question

 

Yes/No

Answer

  • TSPC__Answer__c

CP: Deal Question

Can have additional Text answer

Yes/No with Answers

Template Answer: Answer Preview

  • TSPC__TemplateAnswer__c

CP: Deal Question Answer

Can be Single Select or Multi Select

Answers

Template Answer: Answer Preview

  • TSPC__TemplateAnswer__c

CP: Deal Question Answer

Can be Single Select or Multi Select

Field

Select the Picklist from your Org

Location of your Picklist - Likely on Opportunity

Can have additional Text answer

Contact Tracking

Contact

  • TSPC__Contact__c

CP: Deal Question Answer

Lookup Field

Title column is also helpful to include.

 

 

 

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: Opportunities with CP 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

Report Type: Opportunities (Standard Report Type)

This Report shows the % of Opportunities with and without ClosePlans sorted by Rep.

% with ClosePlan = % of Opportunities with a ClosePlan

% without ClosePlan = % of Opportunities without a ClosePlan

Create the ClosePlan Opportunity Coverage Report

 

 

 

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

This Report Type shows every Question Type Answer and will help to show which fields contain answers to the specific Question Type and is intended to be used as a reference Report.

This report requires a Custom Report type.

 Below you will find the Question Type matched to the Field that will display the answer as shown

Question Type

Answer Field

Question Type

Answer Field

Text Question

Text Answer

Rich Text Question

Rich Text Answer

Scoring Question

Score

Yes/No Question

Answer

Yes/No with Answers Question 

Answer + Template Answer: Answer Preview

Answers Question

Template Answer: Answer Preview

Field Question

Select the Field from the Opportunity as needed in your Org.

Contact Tracking Question 

Contact: Full Name

Custom Report Type

Account Plans with Scorecard Answers

Primary Object: Accounts

  B: CP: Account Plans - 

Each "A" record must have at least one related "B" record.

  C: Scorecard Questions - Each "B" record must have at least one related "C" record. 

  D: Answers - "C" records may or may not have related "D" records.

Or the following Custom Report Type:

Account Plans with/without Scorecard Answers

Primary Object: Accounts

  B: CP: Account Plans - 

Each "A" record must have at least one related "B" record.

  C: Scorecard Questions - "B" record may or may not have related "C" record. 

  D: Answers - "C" records may or may not have related "D" records.

 

Report Columns

 

Filter as needed:

 

 

2. Account Plan Adoption by Rep

This Report shows Account Plans created/owned by Reps with last date modified information for the Account Plan, Scorecard, Whitespace Map.

Note: The field ‘AP Last Modified (Days)’ is a formula field that must be created on the CP: Account Plan Object. Instructions are included below.

Custom Report Type: Accounts with/without Account Plans

Custom Fields to be created:

  • AP Last Modified (Days)

  • AP Adoption

Additional Fields to be added:

 

 

 

Primary Object: Accounts (A)

B Object: CP: Account Plans ("A" records may or may not have related "B" records.)

Create the Account Plan Adoption by Rep Report

Groups and Columns

Note: The column ‘Current’ indicates that the Account Plan is current when the report is run. An Account Plan with Status ‘Open’ may not be current at the time the Report is run, but may be ‘current’ in the future.  (e.g. The Account Plan’s selected Fiscal Year is in the future, selected Quarter is in the future, or month, etc.)

 

Groups

  • Created By: Full Name

  • Account Name

 

Columns

 

 

Filters

As needed

 

Create Custom Fields for this report

Create 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

  • Data Type: Formula

    • Next

Step 2: Choose Output Type

  • Field Label: AP Last Modified (Days)

    • Field Name: AP_Last_Modified_Days

    • Formula Return Type: Number

    • Decimal Places: 0

    • Next

Step 3: Enter Formula

  • Formula: TODAY() - DateValue(LastModifiedDate)

    • Note: Enter the formula in the AP Adoption (Text) = Field

    • Check Syntax

    • Next

Step 4. Establish field-level security

  • As needed (generally you may choose to make all visible)

    • Next

Step 5: Add to page layouts

  • Select the page layouts as needed

    • Save

 

Add Chart

Add optional Chart

  • Y-Axis: Account Owner: Full Name

  • X-Axis: Record Count

 

Account Plans with Category Scores

The Columns in this Report will vary in each Org according to the Categories found in the Account Plan Templates.

This documentation should be considered as a loose guide, your Report will differ.

 

Report Type

Report Type: Custom Report Type

Report Type Name: Account Plans with Category Scores

Primary Object: Account Plan (A) 

B Object: CP: AP Scorecard Categories (B) ("A" records may or may not have related "B" records.)

 

Import Fields

In the Report Type, click Edit Layout

On the right side, select View: CP: Account Plan Fields and click on Add fields related via lookup

 

Select Account

 

Select Account Owner

Click Ok

 

Confirm the value is present and then click Save

The Account Owner column is now available in the Report Type

 

 

Create the Account Plans with Category Scores Report

 

 

Groups and Columns

 

Groups

  • Account: Account Owner: Full Name

  • Account: Account Name

  • Account Plan Name

 

Columns

  • Name

  • Total Score %

  • Overall Score %

  • Scorecard: Score %

 

Filters

  • As needed

 

 

Accounts with Account Plan (versions)

Report Type

Report: Standard Report Type

Report Type Name: Accounts with CP: Account Plans and Template

 

Create the Accounts with Account Plan (versions) Report

 

 

Groups

  • Account Owner

  • Template: Name

  • Template: Version

 

Columns

  • CP: Account Plan: Created By

  • Account Name

  • Last Activity

  • Type

  • CP: Account Plan: Account Plan Name

  • Engagement Level (http://People.ai )

    • Note: This field will be present if you also have People.ai Application

  • Rating

 

Filters

  • As needed

 

 

 

 

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, it is impossible to track all ClosePlan fields.

Workaround solutions must be created via process builder. 

 

Steps:

 

Process Builder:

 

  • Click + Add Object