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ClosePlan Reporting
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Common Fields
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Create a commonly used Field

Name
Object
Field Data Type
Definition
Description
Days To Close
Opportunity
Formula - Number
IF( IsClosed =true, 0, CloseDate - TODAY())
Number of days until close date of the Opportunity. (This field can be replaced with a row-level formula in the report.)
CP Last Modified

ClosePlan
Formula - Number

TODAY() - DATEVALUE( LastModifiedDate )
Number of days since the ClosePlan was last modified

SC Last Modified

ClosePlan
Formula - Number
TODAY() - DATEVALUE(  TSPC__ModStampSC__c  )

Number of days since the Scorecard was last modified

Object: Opportunity, ClosePlan

Data type: Number (with a Formula)


In this example, we will create a commonly used field, Days to Close on the Opportunity Object as a Formula - Number

Note: Using the table above, you can replicate these steps to create any of these or common Fields as needed in your Reports.

Click on Next Step to continue

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Page
1
of
6

Create a commonly used Field

Name
Object
Field Data Type
Definition
Description
Days To Close
Opportunity
Formula - Number
IF( IsClosed =true, 0, CloseDate - TODAY())
Number of days until close date of the Opportunity. (This field can be replaced with a row-level formula in the report.)
CP Last Modified

ClosePlan
Formula - Number

TODAY() - DATEVALUE( LastModifiedDate )
Number of days since the ClosePlan was last modified

SC Last Modified

ClosePlan
Formula - Number
TODAY() - DATEVALUE(  TSPC__ModStampSC__c  )

Number of days since the Scorecard was last modified

Object: Opportunity, ClosePlan

Data type: Number (with a Formula)


In this example, we will create a commonly used field, Days to Close on the Opportunity Object as a Formula - Number

Note: Using the table above, you can replicate these steps to create any of these or common Fields as needed in your Reports.

Click on Next Step to continue