Showing and Hiding Plan Status Icons on Plan Types

Note: This topic applies only if you use opportunity plan types in your org.

Each preconfigured Plan Status "signal" involves calculations that use information from different areas of the Altify opportunity plan:

  • The PlanSignal Oppty signal uses Assessment answers.
  • The PlanSignal Problems signal uses Assessment answers and Insight Board information.
  • The PlanSignal People signal uses Assessment answers and Relationship Map information.
  • The PlanSignal Actions signal uses Actions information.
  • The PlanSignal T&I signal uses Test & Improve information.

If you use opportunity plan types, opportunities of certain types may not have information used by particular signal calculations.

A signal calculation is carried out by the software only if at least some of the information it uses is available on the relevant plan type.

For example, suppose that the Opportunity Manager Test & Improve tab is excluded from your "Mid-Market" opportunity plan type. This means that the PlanSignal T&I signal calculation is not carried out for Mid-Market opportunities.

If the PlanSignal T&I Plan Status icon is shown for those opportunities, its "empty" state is displayed.

You will probably find it preferable to hide the icon instead. This topic explains how you do that.

For the Mid-Market plan type example described above, you would carry out the following steps:

  1. In Setup go to Custom Settings.
  2. Click Manage beside Altify Opportunity Plan Type List.
  3. Your opportunity plan types are listed. Click Edit beside the Mid-Market plan type.
  4. Select the Show Signal 1, Show Signal 2, Show Signal 3 and Show Signal 4 checkboxes, but not Show Signal 5 (this is the one that relates to the Test & Improve signal).

    5. Note: The Show Signal checkboxes only have an effect in a view if the custom field that defines your org's opportunity plan types is included on the Salesforce report that underlies the view. If that field is not included on the report, all Plan Status icons are shown for all opportunities in the view, regardless of plan type.

    Checkbox Corresponds to signal field
    Show_Signal1 PlanSignal Oppty
    Show_Signal2 PlanSignal Problems
    Show_Signal3 PlanSignal People
    Show_Signal4 PlanSignal Actions
    Show_Signal5 PlanSignal T&I
  5. Click Save.

Note: The other five Show checkboxes are for any additional custom signals you add to TeamView.