Opportunity
Opportunities with/without ClosePlan
The ClosePlan Forecast Report can be created based on a Standard Report type, or can be based on a Custom Report type
Opportunities with ClosePlans - Standard Report Type.
This Report shows only Opportunities with a ClosePlan.
These reports cannot be modified; the standard fields in the report type layout cannot be renamed
Opportunities with/without ClosePlan - Custom report type.
This Report shows Opportunities with or without a ClosePlan.
In this Report fields can be renamed, but hidden fields and a few standard fields will not be available (e.g. Fiscal period, Age)
To create the 'Opportunities with/without ClosePlan' Custom Report type:
Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type
Primary Object: Opportunities
Report Type Label: Opportunities with/without ClosePlan
Report Type Name: OpportunitiesWithWithoutClosePlan
Description: Opportunities with/without ClosePlan
Store in Category: Opportunities
Deployment Status: Deployed
Next
Click on (Click to relate another object)
Select ClosePlan and tick “A” records may or may not have related “B” records
Save
Opportunities with Scorecard Questions and Answers
This Custom Report type will show a report with:
Scorecard Categories
Scorecard Questions
Scorecard Answers
Notes
To create the 'Opportunities with Scorecard Questions and Answers' Report type:
Go to Setup > in the Quick Find box enter Report Types > open it > click on New Custom Report Type
Primary Object: Opportunities
Report Type Label: Opportunities with Scorecard Questions and Answers
Report Type Name: OpportunitiesWithScorecardQuestionsAndAnswers
Description: Opportunities with Scorecard Questions and Answers
Store in Category: Opportunities
Deployment Status: Deployed
Next
Click on (Click to relate another object)
Select ClosePlan > Each “A” record must have at least one related “B” records
Select Scorecard Questions > Each “B” record must have at least one related “C” records
Select Answers > “C” records may or may not have related “D” records
Save
Note: Scorecard Answers are found in unique fields
Add Fields
These fields need to be added to this report type via lookup.
Category Score %
Displays the score for individual categories in the Report based on the Template.
Sort Order
Orders Scorecard Categories in the Report based on the Template.
Title
Displays the Title for Contacts in the Contact Tracking type Questions
Add Category Score % and Sort Order Fields
Click Edit Layout
From View select CP: Deal Questions Fields > click Add fields related via lookup
Open Question Category
Select Sort Order and Total Score % fields > Ok
Drag the ‘Total Score %' and “Sort Order’ Fields to the CP: Deal Question Answers section
Rename the Fields: Category Sort Order and Category Score %
Double click Sort Order > rename to Category Sort Order > OK
Double Click Total Score % > rename to Category Score % > OK
Add Title Field
From View select Opportunity Fields > click Add fields related via lookup
Open Contact Category
Select Title > Ok
Drag the ‘Title’ Field to the CP: Deal Question Answers section
Optional:
Double Click on the Title Tile > Change the Display as from CP: Deal Question Answers: Contact: Title to Contact Title
Click Ok to save each Field Name change
Click Save to save the Layout
Fields used to report on Scorecard Questions and Answers
Each Question Type has a different Field that will display the related answer.
Question Types:
Sample Report that displays Scorecard Questions with Answers (Questions and Answers)
NOTES:
In Question Types with additional Text fields, 2 fields are needed to display the entirety of the answer.
Some information in the Report 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 selected picklists are
Delivery Status
DB Competitor
Scorecard Questions with their Answer fields:
Question Type | Answer Field | Object | Note |
|---|---|---|---|
Text | Text Answer
| CP: Deal Question Answer | |
Rich Text | Rich Text Answer
| CP: Deal Question | |
Scoring | Score
| CP: Deal Question | |
Yes/No | Answer
| CP: Deal Question | Can have additional Text answer |
Yes/No with Answers | Template Answer: Answer Preview
| CP: Deal Question Answer | Can be Single Select or Multi Select |
Answers | Template Answer: Answer Preview
| CP: Deal Question Answer | Can be Single Select or Multi Select |
Field | Select the Picklist from your Org | Location of your Picklist - possibly on Opportunity | Can have additional Text answer |
Contact Tracking | Contact
| CP: Deal Question Answer | Lookup Field |
Opportunities with Scorecard Questions and Tasks (Actions)
This report type shows Opportunities with Scorecard Categories, Questions, Notes and Tasks (named in the Scorecard as ‘Actions’)
To create the 'Opportunities with Scorecard Questions and Tasks' report type:
Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type
Primary Object: Opportunities
Report Type Label: Opportunities with Scorecard Questions and Tasks
Report Type Name: OpportunitiesWithScorecardQuestionsAndTasks
Description: Opportunities with Scorecard Questions and Tasks
Store in Category: Opportunities
Deployment Status: Deployed
Next
Click on (Click to relate another object)
Select ClosePlan > Each “A” record must have at least one related “B” records
Select CP: Deal Questions > Each “B” record must have at least one related “C” records
Select Activities > “C” records may or may not have related “D” records
Save
The Report Type will not include Scorecard Category Score % field and Category Sort Order field to order the categories in the report based on the template ordering.
In this case these 2 fields need to be added to this report type via lookup.
Click Edit Layout
From View select Scorecard Questions Fields and then Add fields related via lookup
Open Question Category
Select Sort Order and Total Score % fields (and others if needed) > OK
Find the fields in the Scorecard Question section and rename them for Category Score % and Category Sort Order
How to rename the fields: double click on the field > rename > OK
Click Save to save the layout.
Opportunities with CP Events and Checklist Items
This report type shows Opportunities with Playbook Events and Checklist Items.
To create this Report Type:
Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type
Primary Object: Opportunities
Report Type Label: Opportunities with CP Events and Checklist Items
Report Type Name: OpportunitiesWithCPEventsAndChecklistItems
Description: Opportunities with CP Events and Checklist Items
Store in Category: Opportunities
Deployment Status: Deployed
Next
Click on (Click to relate another object)
Select ClosePlan > Each “A” record must have at least one related “B” records
Select CP: Events > Each “B” record must have at least one related “C” records
Select CP: Event Checklist Items > “C” records may or may not have related “D” records
Save
Opportunities with CP Events and Tasks (Actions)
This report type shows Opportunities with Playbook Events and Tasks
Note: In Playbooks, tasks are ‘Actions’
To create the ‘Opportunities with CP Events and Tasks’ report type:
Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type
Primary Object: Opportunities
Report Type Label: Opportunities with CP Events and Tasks
Report Type Name: OpportunitiesWithCPEventsAndTasks
Description: Opportunities with CP Events and Tasks (Actions)
Store in Category: Opportunities
Deployment Status: Deployed
Next
Click on (Click to relate another object)
Select ClosePlan > Each “A” record must have at least one related “B” records
Select CP: Events > Each “B” record must have at least one related “C” records
Select Feed: CP: Event > “C” records may or may not have related “D” records
Save
Opportunities with Relationship Maps with Stakeholders (Contacts)
Report type shows only Relationship Maps with Stakeholders on the map as well as automatically added Contacts from the Opportunity Contact Roles when a ClosePlan is created.
This report type shows # Stakeholders, Stakeholders attributes such as Contact Name, Decision Influence, Role, Relationship, Support Status, Notes
To create the ‘Opportunities with Relationship Maps with Stakeholders’ report type:
Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type
Primary Object: Opportunities
Report Type Label: Opportunities with Maps with Stakeholders
Report Type Name: OpportunitiesWithMapsWithStakeholders
Description: Opportunities with CP Relationship Maps and with Stakeholders
Store in Category: Opportunities
Deployment Status: Deployed
Next
Click on (Click to relate another object)
Select ClosePlan > Each “A” record must have at least one related “B” records
Select CP Deal Stakeholders > Each “B” record must have at least one related “C” records
Save
Opportunities with Relationship Maps and with/without Stakeholders (Contacts)
Report type shows Relationship Maps with and without Stakeholders Contacts added to the map, automatically added Contacts from the Opportunity Contact Roles when CP is created and opportunities where ClosePlan has been created but there are no Stakeholders yet.
This report type shows e.g. # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes
To create the 'Opportunities with Relationship Maps and with/without Stakeholders' report type:
Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type
Primary Object: Opportunities
Report Type Label: Opportunities with Maps with/without Stakeholders
Report Type Name: OpportunitiesWithMapsWithWithoutStakeholders
Description: Opportunities with CP Relationship Maps and with/without Stakeholders
Store in Category: Opportunities
Deployment Status: Deployed
Next
Click on (Click to relate another object)
Select ClosePlan > Each “A” record must have at least one related “B” records
Select CP Deal Stakeholders > “B” records may or may not have related “C” records
Save
Account
Accounts with Relationship Maps with Stakeholders (Contacts)
Report type shows only Accounts with Relationship Maps with Stakeholders
Stakeholders are Contacts that have been added to the map.
This report type shows e.g. Relationship Map Name, # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes
To create the 'Accounts with Relationship Maps and Stakeholders' report type:
Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type
Primary Object: Account
Report Type Label: CP Account Maps with Stakeholders
Report Type Name: CPAccountMapsWithStakeholders
Description: Accounts with Relationship maps and with Stakeholders
Store in Category: Accounts & Contacts
Deployment Status: Deployed
Next
Click on (Click to relate another object)
Select Account Maps > Each “A” record must have at least one related “B” record
Select Nodes > Each “B” record must have at least one related “C” record
Save
Accounts with Relationship Maps with/without Stakeholders (Contacts)
Report type shows Accounts with Relationship Maps with or without Stakeholders.
Note: Stakeholders are Contacts that have been added to the map.
This report type shows e.g. Relationship Map Name, # Stakeholders, Stakeholders attributes => Contact Name, Decision Influence, Role, Relationship, Support Status, Notes
To create the 'Accounts with Relationship with/without Stakeholders' report type:
Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type
Primary Object: Account
Report Type Label: CP Account Maps with/without Stakeholders
Report Type Name: CPAccountMapsWithWithoutStakeholders
Description: Accounts with Relationship maps and with/without Stakeholders
Store in Category: Accounts & Contacts
Deployment Status: Deployed
Next
Click on (Click to relate another object)
Select CP: Account Maps > Each “A” record must have at least one related “B” records
Select CP: Account Map Nodes (Map) > “B” records may or may not have related “C” records
Save
Contacts with/without Account Map Nodes
Report type shows contacts mapped in the Account Maps as Stakeholders.
Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type
Primary Object: Contact
Report Type Label: Contacts with/without Account Maps Nodes
Report Type Name: ContactsWithWithoutAccountMapsNodes
Description: Contacts with/without Account maps nodes
Store in Category: Accounts & Contacts
Deployment Status: Deployed
Next
Click on (Click to relate another object)
Select CP: Account Map Nodes > “A” record may or may not have related “B” record
Save
This Report type will not include the Account name the account map is associated with and the Account map name fields. In this case these fields or other fields from the Account Map Nodes object need to be added to this report type via lookup.
To add these fields:
Click Edit Layout
From View select CP:Account Map Nodes Fields and hit Add fields related via lookup
Open Map
Select Name
click view related fields next to Account
Select Account Name and hit Ok
To rename the fields, go to Account map nodes section and rename it as needed.
Account Name rename to Map: Account Name
Name rename to Account Map NameTo rename the fields: double click on the field > rename > Ok
Click Save to save the layout.
Contacts with/without Activities
Report type shows contacts with/without Activities (tasks)
Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type
Primary Object: Contact
Report Type Label: Contacts with/without Activities
Report Type Name: ContactsWithWithoutActivities
Description: Contacts with/without Activities
Store in Category: Accounts & Contacts
Deployment Status: Deployed
Next
Click on (Click to relate another object)
Select Activities (if there are 2 Activities, select the second one) > “A” record may or may not have related “B” record
Save
Accounts with Account Plans and Whitespace Items
This Report type shows Accounts with Account Plans and Whitespace attributes including business units, product lines, metrics, account maps
This report type shows fields such as Account Plan Name, Scorecard Score % overall, created Business Units, selected picklist for Product lines, Metrics, related Opportunities, Account maps, # Stakeholders (Contacts)
To create the 'Accounts with Account Plans and Whitespace Items' report type:
Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type
Primary Object: Account
Report Type Label: Account Plans with Whitespace
Report Type Name: AccountPlansWithWhitespace
Description: Account Plans with Whitespace attributes
Store in Category: Accounts & Contacts
Deployment Status: Deployed
Next
Click on (Click to relate another object)
Select CP Account Plans > Each “A” record must have at least one related “B” record
Select Whitespace Items > Each “B” record must have at least one related “C” record
Save
This Report type will not include # Stakeholders field. In this case this field or other fields from the Account Maps object need to be added to this report type via lookup.
To add these Fields:
Click Edit Layout
From View select Whitespace Items Fields and hit Add fields related via lookup
Open Account Map
Select # Stakeholders > Ok
To rename the field, go to Whitespace Items section and rename it for # Stakeholders
How to rename the fields: double clic on the field > rename > Ok
Click Save to save the layout.
Accounts with Account Plan Scorecard Questions and Answers
This report type shows Accounts with Scorecard Score Categories, Questions, Answers and Notes
To create the 'Account Plan Scorecard Questions with Answers' report type:
Go to Setup > in the Quick Find box enter Report types > open it > click on New Custom Report Type
Primary Object: Accounts
Report Type Label: Account Plan Scorecard Questions with Answers
Report Type Name: AccountPlanScorecardQuestionsWithAnswers
Description: Accounts with Account Plan Scorecard Questions and Answers
Store in Category: Accounts & Contacts
Deployment Status: Deployed
Next
Click on (Click to relate another object)
Select CP Account Plans > Each “A” record must have at least one related “B” records
Select Scorecard Questions > Each “B” record must have at least one related “C” records
Select Answers > “C” records may or may not have related “D” records
Save
This Report type will not include Scorecard Category Score % field. In this case this field needs to be added to this report type via lookup.
To add this field:
Click Edit Layout
From View select Scorecard Questions Fields and hit Add fields related via lookup
Open Question Category
Select Total Score % field > Ok
Find the field in the Scorecard Question section and rename Category Score % field
To rename the fields: double click on the field > rename > Ok
Click Save to save the layout.