Add Opportunity Playbook Progress % to Opportunity Header

Inspired by a Client’s idea

Adding the Opportunity Playbook Progress % to the Opportunity Header panel is a great way to help drive ClosePlan adoption.

Note: Each Organization is unique, so there may be steps needed that are not represented here. If this is the case, please reach out to People.ai Technical Success here.

Create New Custom Field:

Go to the Gear icon in the top right > Setup > Object Manager > Opportunity > Fields & Relationships > New

Step 1. Choose the field type

Type: Formula

Next

Step 2. Choose output type

Field Label: Playbook Progress %

Field Name will auto-fill as Playbook_Progress → change to: CP_PlaybookProgress

Formula Return Type: Percent

Options: Decimal Places: 2

Next

Step 3. Enter Formula

Select the Simple Formula tab

Select Field Type: Opportunity

Insert Field: -- Insert Merge Field --

In the formula field, enter: TSPC__CPDeal__r.TSPC__EventProgress__c

Click the 'Check Syntax' button to ensure there are no errors

Description: Fill in as needed e.g. Displays the % of Events completed in the Playbook

Help Text: Fill in as needed

Next

Step 4. Establish field-level security

Select the needed Field Level Security for Profile (To select All, click the 'Visible' box on the column header until all boxes are checked)

Set all selected to 'Read Only' or as desired.

Next

Step 5. Add to page layouts

Add the field to desired page layouts

Example:

Save

Add the new Opportunity Playbook Progress % to the Opportunity Page Layout

Step 1. Create (Or edit existing) New Compact view and assign:

From any open Opportunity click on the Gear icon > Edit Object > Compact Layouts

Select System Default

Click on Clone

Step 2: Compact Layout Edit

Label: Compact1 (or a name you choose)

Move the field you created Opportunity Playbook Progress % (Playbook Progress %) from Available to Selected

Click on Save

Step 3: Compact Layout Assignment

Return to the Compact Layouts list (From any open Opportunity click on the Gear icon > Edit Object > Compact Layouts)

Select Compact1 from the list

Click on Compact Layout Assignment

Click on Edit Assignment

Compact Layout to Use: Compact1

Select the Record Types on which you want to display the field.

All selected Record Types will be highlighted when assigned.

Click Save

Step 4: Confirm

Open any Opportunity using the Record Type you selected and view to confirm the field is present.

Alternatively, the highlights section of ‘Page Layout’ can be used, dependent on the current layout:

From any open Opportunity click on the Gear icon in the top right > Edit Object > Page Layouts

Select the desired Page Layout

From the Highlights Panel at the top of the page layout, select the wrench (spanner) icon on the right

In the pop-up window, select Playbook Progress % from the 'Top field' menu

Click OK

Click on Save in the top left to save the Page Layout

Click Save

Confirm

Open any Opportunity using the Record Type you selected and view to confirm the field is present.

If the field is not present, check the page layout selected. If you are stuck, contact Technical Success for assistance here.

Note: Changes are usually ready in a few minutes, but it can sometimes take an hour or more for the field to display on the Opportunity Header.