Funnel ScoreCard Mapping

The Funnel ScoreCard® Mapping page displays fields available for mapping to information regarding the Funnel ScoreCard®. Mapping these fields allows the Funnel ScoreCard® information to be displayed in the Blue Sheet and/or on the opportunity record and allows you to report off this data. To customize labels for this data in the Blue Sheet, see Advanced Setup.
If your organization is not using Funnel ScoreCard®, you do not need to map these fields.
To access the Funnel ScoreCard® Mapping Page:
1. At the Sales Access Manager Admin Tool Main Menu, click Field Mapping
The Field Mapping page is displayed.
2. Click Funnel ScoreCard® Mapping.
The Funnel ScoreCard® Mapping page appears.


Fig. 564, Funnel ScoreCard® Mapping Page

Additional Mappings
The following additional Mapping options are available:
• Business Questions Mapping
• Business Responses Mapping
• Business Ratings Mapping
• Opportunity Questions Mapping
• Opportunity Responses Mapping
• Opportunity Ratings Mapping
 

Field Name

Field Type

Direction

Mapping Details

Associated Scorecard

Checkbox

Write out

Maps to a field that indicates whether or not a Funnel ScoreCard® has been saved for the associated opportunity.

Scorecard Updated

DateTime

Write out

Maps to a field that indicates the date/time the Funnel ScoreCard® was last updated.

Scorecard Total

Number

Write out

Maps to a field that indicates the sum of the Business Total and Opportunity Total values.

Business Total

Number

Write out

Maps to a field that contains the score for the Business Criteria section of the Funnel ScoreCard®.

Opportunity Total

Number

Write out

Maps to a field that contains the score for the Opportunity Criteria section of the Funnel ScoreCard®.

Business Questions Mapping

Text

Write out

Maps to a field that contains the text of the Business Questions in the Funnel ScoreCard®

Business Responses Mapping

Text

Write out

Maps to a field that contains the user response (Y/N/Unknown) to the Business Question in the Funnel ScoreCard®.

Business Ratings Mapping

Text

Write out

Maps to a field that contains the rating value for the Business Question Response in the Funnel ScoreCard®.

Opportunity Questions Mapping

Text

Write out

Maps to a field that contains the text of the Opportunity Questions in the Funnel ScoreCard®.

Opportunity Responses Mapping

Text

Write out

Maps to a field that contains the user response (Y/N/Unknown) to the Opportunity Question in the Funnel ScoreCard®.

Opportunity Ratings Mapping

Number

Write out

Maps to a field that contains the rating value for the Opportunity Question Response in the Funnel ScoreCard®.

NOTE: To display the Funnel ScoreCard® scores in the Blue Sheet, map the score fields to the ICC Value Lines 1-3 items via the Blue Sheet Mapping page.

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