Whitespace Layout & Navigation

The Whitespace Tab contains two sub tabs: Options and Import Data

Options

Allows to set up the template in Price or Quantity value, select the available Products Lines and Metrics defined in the Custom Attributes and add a Product Groups to reorder the product lines in desired hierarchy.

Open

• 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

    Open

    

  • 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)

• Selected Product Lines

  • selected items will be displayed in the Whitespace map when template is deployed. Items can be reordered, edited or deleted.

• Selected Metrics

  • selected items will be displayed in the Whitespace map when template is deployed. Items can be reordered and deleted.

• Add Product Group

  • allows to group selected Product Lines in a hierarchy

  • to create the first group, click on Add Product Group button and enter the Name. Select Save to save the single record or select Save & New to add more groups and Parent group in hierarchy if needed.

Result:

• Groups can be also added directly from the existing group.

• To reorder the items, simply drag and drop the Product Groups and Lines into desired hierarchy.

Example:

 Import Data

Allows ClosePlan Admins to create, update or bulk upload Account Plan Whitespace items, Product Lines and Business Units/Groups using a CSV file.

Displays a list of jobs that have been run on the template version selected.

• Upload Files - Uploads a CSV file (Based on the downloaded Template).

  • Note: Uploading the Template based CSV creates a new Account Plan or updates an existing Account Plan in the current Account.

    • See the section Bulk Upload Whitespace Items below

  • A new Account Plan is created in the Account when there is no Account Plan present
    OR

  • Existing Account Plans do not match all of the following:

    • Account ID

    • Template ID

    • Start/End Period Range

  • An existing Account Plan is updated when the Account Plan record matches all of the following:

    • Account ID

    • Template ID

    • Start/End Period Range.

• Download Template - Downloads a CSV file with sample Whitespace information based on the current Account Plan Template version

  • See below for information about the CSV file.

• Eye Icon - Click to view the CP: Async Job Log - This log provides additional information about the processed job and the associated files

• Start - Indicates the date and time the Upload Files process started

• End - Indicates the date and time the Upload Files process finished

• Status - Displays the status of the process

  • Finished: The process is finished with one or more errors that did not result in failure

  • Failed: The process was not completed for any reason

  • Processing: The process is in progress, not yet completed

  • Succeeded: The process finished successfully with no errors

• Uploaded File - Click icon to download the original uploaded file

• Results File - Click icon to download CSV information about the processed job

• Message - Provides a brief overview of processed jobs.

Bulk Upload Whitespace Items

To Bulk Upload Whitespace Items:

Go to ClosePlan Admin > Templates > Select the Account Plan Template you need > Whitespace tab > Import Data and click on ‘Download Template’

Sample of the Downloaded Template CSV

The CSV file that is downloaded from the Download Template button is used to create and assign Whitespace information that will update or create Account Plans in multiple Accounts.

Populate the Template with the Required information.

If needed, populate the Template with optional information

The fields are as follows:

• Account ID (Required*): This column holds the Salesforce Account ID.

  • Use the 15 or 18 character ID

  • Each Product or Metric item that is needed for a single Account will require that the Account ID cell is populated with the Account ID.

    • Example: If 3 product lines are entered, each line will require the corresponding Account ID

• Status (Optional): 

  • Assign Status:

    • Open

    • Deployed

    • Opportunity

    • Competitor

  • Updates the Product Line Status

  • Note: If you are building a file to upload the Whitespace Metrics, this field should be null

• Market Value (Optional): Applies to updating the Product Line “Market Value” in the Whitespace Map

• Our Share (Optional): Applies to updating the Product Line “Our Share” in the Whitespace Map

• Metric Value (Optional): Represents the value to be set if you are updating a Whitespace Metric (As Opposed to a Product Line Status)

• Product/Metric Name (Required*): The Product Line Name or Metric Name

• Business Unit (Required*): The Business Unit Name

• Business Unit Group (Optional): 

  • The Parent Group of the Business Unit 

  • Note: This field is only needed if you are creating a new Business Unit in your Whitespace map and you want to ensure it has a proper Parent Group

• Period Start Date (Optional): The Account Plan Period Start Date for the Account Plan you wish to create or update

  • NOTE: Format must be: YYYY-MM-DD

• Period End Date (Optional): The end date for the Account Plan Period

  • NOTE: Format must be: YYYY-MM-DD

• Currency (Optional):

  • Multicurrency must be enabled

  • If left null, will default to company currency 

Populate the Template with the required and optional information

Example:

Upload the Template

After the Template has been populated with the required and optional information return to the same template: ClosePlan Admin > Templates > Select the Account Plan Template you need > Whitespace tab > Import Data and click on Upload Files

Select the updated Template and click Open

The Job will process.

Click Done

When the upload is completed, you will see the job listed in the All Records section.

Success looks like this: