Whitespace
- Anna Madajova
Please Note: Salesforce Administrator permissions are required to adjust custom attributes for Product Lines and Metrics.
The Whitespace Tab contains two sub tabs: Options and Import Data
Options
Allows setting up the template with Price or Quantity values, selecting the available Product Lines and Metrics defined in the Custom Attributes, and adding Product Groups to reorder the product lines in the desired hierarchy.
Price / Quantity Mode
Determines whether to use Price or Quantity as the primary data point and displays in the Whitespace Map accordingly.
Price-Based: refers to the amount of money
Quantity-Based: refers to the number of units
Available Attributes
List of Product Lines and Metrics defined in Custom Attributes (ClosePlan Admin Tab > Custom Attributes)
Simply click the '+' button to add items to the template
Selected Product Lines and Selected Metrics
Selected items will be displayed in the Whitespace Map when the template is deployed.
Items can be reordered by dragging and dropping the item, edited, or deleted.
Add Product Group
Allows to group selected Product Lines in a hierarchy
To create the first group, click the 'Add Product Group' button and enter the Name. Select 'Save' to save the record, or select 'Save & New' to add more groups and a Parent group in the hierarchy if needed.
Example of how to add a parent group:
Result:
Groups can also be added directly from an existing group.
To reorder the items, simply drag and drop the Product Groups and Lines into your desired hierarchy.
Example:
Import Data
The tab is functional only in Active or Archived status of the template version.
Provide admins with the ability to bulk upload Whitespace map item data to create or update their Account Plans using a CSV file.
Displays a list of job execution information along with the uploaded files that have been run on the template version.
Steps to Bulk Upload Whitespace Items
Navigate to ClosePlan Admin > Templates > Select the Account Plan Template you need > Whitespace > Import Data
Prepare the CSV File:
Admins can either use their own file with the required columns outlined below or, for an AP update, we recommend downloading a sample file with Whitespace data based on the current Account Plan template version. To do this, click the "Download Template" button and make adjustments as needed.
At the moment, the import functionality does not support uploading files with Product Line Groups. If there is a group in the downloaded template file, delete it.
A new Account Plan is created if:
No existing Account Plan is present, or
The existing Account Plan does not match the Account ID, Template ID, and Start/End Period Date.
An existing Account Plan is updated if:
The record matches the Account ID, Template ID, and Start/End Period Range.
Sample of the downloaded template CSV opened in Numbers
CSV Format Columns Description
Column | Field | Description |
|---|---|---|
Account Id* | Required | Salesforce Account Id for which AP Whitespace is updated or created.
|
Status | Optional | Product Line status - picklist values are derived from custom field on the TSPC__AP_WS_Item__c object.
Note: When building a file to upload the Whitespace Metrics, ensure that this field is left blank. |
Market Value | Optional | Product Line market value |
Our Share | Optional | Product Line market share |
Metric Value | Optional | Metric value |
Product/Metric Name* | Required | Product Line or Metric name |
Business Unit* | Required | Account Business Unit name for which the Whitespace Item will be created. |
Business Unit Group |
| Account Business Unit Group for which the Whitespace Item group will be created. Note: This field is only required if you are creating a new Business Unit in your Whitespace map and need to ensure it has a proper Parent Group |
Period Start Date | Optional | Fiscal or Custom period start date Note: Format must be: YYYY-MM-DD |
Period End Date | Optional | Fiscal or Custom period end date Note: Format must be: YYYY-MM-DD |
Currency Code | Optional | The currency of the Whitespace Item is applicable only if multi-currency is enabled. If left blank, the company’s currency will be used |
Example of CSV File for Import
NOTE: The CSV file can contain no more than maximum 1,000 records. If your file has near to 1,000 records and fails, you may need to lower the number of records.
Upload the File:
Ensure the file includes all required fields.
Click the "Upload Files" button > select the updated CSV file > Done
Job Process Result:
Once the upload is complete, the job will be listed in the All Records section.
The Status column will display the process result.
Processing Statuses:
Processing
The process is in progress. If it takes a while to display results, click the Refresh button to update the status.
Succeeded
The process finished successfully with no errors.
Finished
The process is complete but contains one or more errors that did not cause a failure.
Click the Results File icon to download a report and review the unsuccessful updates.
Failed
The process was not completed.
The error message may indicate the possible reason for the failure.
To view additional details in the Async Job Log, click the Eye icon or download the Results File.
Example of an AP Update Using a CSV File:
The admin will update an existing Account Plan (AP) to reflect changes in tree Product lines within the Europe and Thailand business units and adjust the amounts for Metrics.
Admin will download a sample file (template) from the AP template version that matches the existing AP (i.e., the Template ID will be the same) and make the necessary changes. The prepared file will then be uploaded in CSV format.
The upload completes successfully with no errors.
The updated data is reflected in the AP as per the changes made in the CSV file.
For further information on the CSV Template, please reach out to your CSM or contact Support@People.ai, we’ll be happy to help!