Step 1: Create Custom Fields & Configure Fields

Create the Custom Fields for your report.

Create these Scorecard Category Score Fields.

Field

Object

Data Type

These are your Scorecard Category scores and are represented in %:

- Metrics % or M%
- Economic Buyer % or EB%
- Decision Criteria % or DC%
- Decision Process % or DP%
- Paper Process % or PP%
- Identify Pain % or IP%
- Champion % or Ch%
- Competition % or Co%

ClosePlan

Percent

These fields show answered Scorecard questions per category in percentage %

ℹ️ Need help creating Scorecard Category Fields? Check out the instructions here.

Create these Formula Fields.

Field	Object	Data Type
SC Last Modified (Days)	ClosePlan	Formula

This field shows the number of days since the Scorecard was last updated.

Field	Object	Data Type
Days to Close	Opportunity	Formula

This field shows the number of days until the Opportunity's close date. You can replace this field with row-level formula in the report.

ℹ️ Need help creating Formula Fields? Check out the step-by-step instructions here.

Once you have created your fields, you will need to configure the fields with the templates and versions.

Reminder: If there are already deployed templates/versions in Active or Archived Status (used), you must run a script via the Developer Console to update the Report Fields with current information.

Need help configuring fields? Check out the step-by-step instructions below:

Configuring Scorecard Category Score Fields

Configuring non-active Templates

Updating Deployed Templates