Row Details Questions

Row Details are a set of questions for an account or account division row on an opportunity map ('where you are selling to'). Answering the questions helps you to capture important information about the account or division and formulate a strategy.

Row details questions can be configured by an administrator for each plan type.

Every account and account division row in the plan gets the same questions, but you answer them separately for each row.

Note: If you have read-only access to the account plan, you can view questions, but you can't answer them.

To access the questions for a particular account, open the Plan Details page. The questions are listed beside the Plan Details questions.

Note how the Row Details section mimics the Opportunity Map in that indentation reflects the relationship between roll-up rows and the roll-up rows, account rows and division rows that they contain.

Alternatively, open the opportunity map, and then on the relevant row click the Row Details icon. The questions are shown in a separate dialog.

Note: If you open row details from an opportunity map, you will see Account Planning tabs (such as highlighted in the example below) that allow you perform planning at the account level. For further information, see Altify Account Planning.

There are three ways to answer a account details question:

  • Completing all the fields in the Account Info section (see 1 in the screen shot below). Any data you enter is also saved to the Salesforce Account record.

    The Account Info section is only displayed if an administrator has configured the question to include fields from the relevant Account record. The Account Info section is not displayed for account division rows.

  • Entering text in the Details field (see 2 below). Click the pencil icon to enter your text.

  • Uploading a file under Attachments (see 3 below). Click the Drop Files button to search for and add your document.

Any of these options is enough to answer a question, but of course you can also combine them.

Any text or attachment change updates the question's last-updated date.

Tip:  

- Prioritize questions for targeted accounts. An example of a targeted account is highlighted below.

- Briefly summarize the content of any attached files.

Note: Your answer is automatically displayed in other plans where the same question and account/division row occur. This includes Account Manager plans of another plan type and Altify Account Plans.

Click the Next button to collapse the current question and expand the next one.

When you're viewing Row Details questions on the Plan Details page, completeness indicators shows how much progress you've made in answering questions for each account and division row in your plan (questions are not displayed for roll up rows). This means you can see where information gaps exist on the plan.

A question is considered answered when either text or a file attachment has been added to it or all fields in an Account Info section are completed.

(The completeness indicator is not shown when you view Row Details questions on the opportunity map.)