In this article:
How to display Scorecard scores on Engagement Dashboards
How to display scorecard category scores on Engagement Dashboards
How to display (in days) when the ScoreCard was last edited

Overview

Backstory’s new Engagement Dashboards enable users of all kinds to create intuitive, insightful views for any number of use cases. Now, with just a few configuration steps in your CRM, Engagement Dashboards can be built to display your ClosePlan data such as Scorecard scores, directly in Backstory.

How to Display Scorecard Scores on Engagement Dashboards

Create an Opportunity field that contains the ClosePlan scorecard score

(Note: Limit = 15 relationship formula fields with a hard limit of 20)

1. Go to the Gear icon in the top right > Setup > Object Manager > Fields & Relationships > New

2. Choose the field type

Type: Formula
Next

3. Choose output type

Field Label: example: MEDDIC Score %
- Field Label is named according to your sales process
  e.g.: Scorecard Score %, BANT Score %, Sandler..., CoM..., etc.)
Field Name will auto-fill → change to: SUBS_CP_ScorecardScore
Formula Return Type: Percent
Options: Decimal Places: 2
Next

4. Enter Formula

Select the Simple Formula tab
Select Field Type: Opportunity
Insert Field: -- Insert Merge Field --
In the formula field, enter: TSPC__CPDeal__r.TSPC__ScorecardScoreRatio__c
Click the 'Check Syntax' button to ensure there are no errors
Description: Created by Backstory for Engagement Dashboards
Help Text: Fill in as needed

Next

5. Establish field-level security

Select the needed Field Level Security for Profile (To select All, click the 'Visible' box on the column header until all boxes are checked)
Set all selected to 'Read Only' (or as needed).
Next

6. Add to page layouts

Add the field to desired page layouts
Example:

Save

How to display scorecard category scores on Engagement Dashboards

Create fields for each category on the Opportunity Object in either Percent or Number

Category Score

Name	Object	Field Data Type
Category score in %	Opportunity	Percent
Category score in points	Opportunity	Number

Data type: Percent or Number as needed

Best Practice is to display %

Create the fields

Go to Setup > Object Manager > Opportunity> Fields & Relationships

> New
Choose the Field Type: For Data Type select Percent or Number
Enter the Details: Enter the Field Label of the scorecard category
- You may choose to adjust the field name to save space. Examples:
  - Field Label: Metrics % or M %, Decision Criteria % or DC %,…
Field Name:
- If the field is created by the ClosePlan team: SUBS_SC_Metrics *
- If the field is created by a Client: SC_Metrics
Enter Help Text if needed and click Next

Select the field visibility per profile or for all profiles (recommended) > Next and Save
Add to Page Layouts: Select the desired page layouts
Save if you are done creating new Fields

Save and New to create additional Fields

* Note: For Field Name, the prefix ‘SUBS_' indicates the field was created by a SUBScriber org and is useful for your Salesforce administrator.

Sync the fields with the Template(s) and versions

After the needed fields have been created, they need to be synced with the Template(s) and all versions to propagate the values into the fields.

To sync each field:

Go to the ClosePlan Admin tab > Templates > open the needed Template > open the Scorecard tab
Click on the gear icon on the Scorecard category

From Target Object select the object on which you created the fields
Select the correct category field (from Score % field for percent data field, Score Points for number data field) and Save

2. Sync Scorecard category fields with the template(s) and versions

Sync every scorecard category in the Template(s) and in each version
Please Note: Configuration sync options are not retroactive. If any version of a template is deployed, each version will need to be synced. Once each deployed version of any deployed template is synced, you can then create the report or add fields into existing report(s)

Sync the Scorecards

Make sure every deployed Template and each version you want to have in the Report is synced with the fields (don’t forget to also check for archived Templates/versions)
Go to the Gear Icon > Developer Console > Debug > Open Execute Anonymous Window
Copy and paste the script below:

Id[] templateIds = new Id[]{'REPLACE WITH TEMPLATE ID#'};

TSPC.CPSJob_DealRehab job = new TSPC.CPSJob_DealRehab(templateIds, null, null);

job.scSyncFields = true;

job.pbSyncFields = true;

job.debugToEmails = new string[]{'YOUREMAIL@YOURCOMPANY.COM'};

Id jobId = DataBase.executeBatch(job, 10);

Change the Template ID to your Template ID
- Go to ClosePlan Admin tab
- Click “Copy” and paste the new value into the script in the place of:
Change the email information to your email address.

Example of where to find the Template ID#:

Click Execute

Run the script for every Template and every deployed version from which data is needed.

How to Display (in days) When the ScoreCard was Last Edited

Create the field SC_Last_Modified_Days__c on the Opportunity Object to calculate the days since last Scorecard modification.

To start, go to the Gear icon in the top right > Setup > Object Manager > Fields & Relationships > New

Step 1. Choose the field type

Data Type: Formula
Next

Step 2: Choose output type

Field Label:SC Last Modified (Days)
Field Name: This field will auto-fill, change the information to: SUBS_SC_LastModifiedDays
Formula Return Type: Number
Options: Decimal Places: 0
Next

Step 3. Enter Formula

Select the Simple Formula tab
Select Field Type: Opportunity
Insert Field: -- Insert Merge Field --
In the formula field, enter:
- TODAY() - DATEVALUE ( ClosePlan__r.TSPC__ModStampSC__c )
Click the 'Check Syntax' button to ensure there are no errors
Description: Created by Backstory for Engagement Dashboards
Help Text: Fill in as needed
Next

Step 4. Establish field-level security

Select the needed Field Level Security for Profile
- Standard practice is to select All
- Click the 'Visible' box on the column header so all boxes are checked
Set all selected to 'Read Only' (Standard Practice).
Next

Add to page layouts