Object: ClosePlan or Opportunity

The fields can be created on the Opportunity or Closeplan object.

We generally recommend creating your fields on the Closeplan object. 

You should only create your field on the Opportunity object if:

a. you need to place fields into the Opportunity page layout

b. you need to add fields to a report that does not contain the ClosePlan object (Example: Opportunity Report Types)

Data type: Percent or Number

The category score can be presented as a percentage or in points. The choice depends on the value needed in the Report.

Instructions

Part 1: How to Create the Fields

Go to Setup > Object Manager > choose the object (either ClosePlan or Opportunity) > open it > Fields & Relationships

Click on New

Choose the Field Type: For Data Type select Percent or Number

Enter the Details: Enter the Field Label of the scorecard category and adjust the field name for better orientation

Examples:

Field Label: Metrics % or M %, Decision Criteria % or DC %,…

Field Name: If the field is created by the ClosePlan team: SUBS_SC_Metrics

Field Name: If the field is created by a Client: SC_Metrics

Enter Help Text if needed and click Next

Select the field visibility per profile or for all profiles (recommended) > Next 

Add to Page Layouts: Select the desired page layouts.

When finished, click Save & New to create more custom fields, or click Save if finished.

Example End Result

Part 2: Configure the fields with the Template(s) and versions

After the needed fields have been created, they must be configured with the Template(s) and all versions to propagate the values into the fields.

To configure each field:

Go to the ClosePlan Admin tab > Templates > open the Template 

Select the Scorecard Tab and select the version.

Click on the gear icon on the Scorecard category.

For Target Object, select the object on which you created the fields.

Select the correct category field (Select the Score % field if you used the percent data field or Score Points if you used a number data field) and click Save. 

Configure every scorecard category in the Template(s) and in each version, then create the report