Opportunity Summary Analysis

Opportunity summary analysis plan objects are:

• Custom plan objects that allow you to use data from Table: Many Column plan objects to provide a summary analysis for opportunities
• Useful when you need to identify gaps in revenue goals using a table and a bar chart

 

Opportunity summary analysis plan objects may be viewed and edited from a plan or call plan Table of Contents or from a tab. If enabled, opportunity summary analysis plan objects may also be added to your record overview page as a widget.

From the Table of Contents

1. Open a plan or call plan. If enabled, the Table of Contents is opened by default.

   

    

2. Click the opportunity summary analysis plan object name to open the plan object.

   

    

3. (optional) Use the expand () and collapse () icons to expand or collapse the plan object for more space.

4. Click within an input text field to add numeric values to the plan object. The bar chart and related fields update once you move away from the input field.

   

    

5. Save or cancel your changes with one of the following options:

   • Click Save to save information without closing the plan object.
   • Click Save & Close to save and close the plan object.
   • Click Cancel to close the plan object without saving.

From a tab

1. Open a plan or call plan.

2. Select the tab the plan object is on, then scroll to find the plan object.

   

    

3. Click within the input box space to add information to the plan object.

   

    

4. Save or cancel your changes with one of the following options:

   • Click Save to save information and exit edit mode.
   • Click Cancel to exit edit mode without saving changes.

From an overview widget

1. Open an account, opportunity, partner, or your portfolio/territory overview.

2. Click the plan object widget to open it.

   

    

3. (optional) Use the expand () and collapse () icons to expand or collapse the plan object for more space.

4. Click within the input box space to add information to the plan object.

   

    

5. Save or cancel your changes with one of the following options:

   • Click Save to save information without closing the plan object.
   • Click Save & Close to save and close the plan object.
   • Click Cancel to close the plan object without saving.

Additional resources and help links may be attached to a plan object. These resources provide you with supplementary information and tools, for example, a video, a template, or a quick reference guide.

 

1. Hover over each icon in the top right corner of the plan object to view details.

   

    

2. Click an icon to open the resource. The display behavior of a website or a document is determined by your browser settings. For example, a website may open in a new browser tab or window.

 

If you are viewing a plan object from a tab, then the help links are all under one icon in a drop down list. Click each drop down item to access the additional content.