Whitespace and Revenue Summary: Example Templates & Resulting Output

Introduction

This article contains several example Whitespace Templates with the resulting Whitespace Analysis. The goal is to provide additional support as you define your Whitespace Template.

For Salesforce Product Templates below, we are grouping by Product Family (API Name Family) which contains the following picklist values: Implementation, Hardware, Software, Salesforce, AWS, Microsoft

Salesforce Product Template Basic

Salesforce Product Template Advanced

Custom Template

Whitespace Template
Configuration Options No Customer Buying Centers No Opportunity Indicators No Current Revenue Calculation
Whitespace Analysis Output

Salesforce Product Template Basic

 

Whitespace Template
Configuration Options Exclude Hardware Product Family Include Customer Buying Centers Sales Finance HR Opportunity Indicators Only show indicator if amount is greater than $400 Current Revenue Calculation Calculate using Opportunity Line Items No Current Revenue Calculation Field is set so the default, TotalPrice, will be used Only include in current revenue calculation is Opportunity has been Closed/Won in the last 90 days
Whitespace Analysis Output

Salesforce Product Template Advanced

 

Whitespace Template
Configuration Options Template Configuration is Custom and Product Offering Values have been defined as Servers Cables Networking Generators Include Customer Buying Centers IT Finance Security
Whitespace Analysis Output

Custom Template