Category Scores

Object: ClosePlan or Opportunity

• We recommend creating fields on the ClosePlan object.
• If you need to place the fields into the opportunity page layout or if you need to add the fields to a report created on a report type that does not contain the ClosePlan object, select the Opportunity object. (Example: “Opportunity” report type.)

Data type: Percent or Number

• Category Scores can be shown as a percentage or in points depending on the value type you require.

In this example:

• In this example, we will create the Category Score %: Metrics ( M% ) on the ClosePlan Object
• If your organization uses MEDDIC, you would need to create a Field for each category, M, E, D, D, I, and C.
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