Applications Administration Guide > Assessments >

Creating an Assessment Template

You use the Sales Assessment Templates view of the Administration - Data screen to create assessment templates.

To create an assessment template

  1. Navigate to the Administration - Data screen > Sales Assessment Templates view.
  2. In the Assessment Templates list, create a new record and complete the necessary fields.

    Some fields are described in the following table.



    The name of the template.


    Select the type that specifies where you would like the template to be available. For example, select Contact if you want to use this template to create an assessment plan for contacts.

    The choices in this drop-down list are configured by using the TEMPLATE_OBJECT_TYPE type in the List of Values. For more information, see Working with Lists of Values.

    Sales Stages

    If you are creating a template of type Opportunity, select sales stages with which you would like to associate the assessment template.

    When one of these sales stages (and matching sales method) is specified for an opportunity, the assessment template is used to automatically populate the Assessments view for that opportunity.

    Sales Method

    This field is filled when a sales stage is selected.

  3. In the Assessment Attributes list, create a new record for each attribute you want to assess.

    Some fields are described in the following table.



    The attribute's position in the Assessment Attributes list.


    Name of the attribute.


    The relative importance of the attribute.

    Max Child

    This field contains the maximum score from the Attribute Values list.

    Weight Times Score

    This is the product of the Weight and the Max Child values.

  4. For each assessment attribute, create a record for each possible value of the attribute.

    Some fields are described in the following table.



    Indicates the value's position in the Attribute Values list.


    The name of the value, for example, Excellent, Good, or Average.


    The number of points that the value represents.


    Additional information about the value to help the assessor.

    These values appear in the Pick Attribute Value dialog box when the end user applies the template. For information about using an assessment template, see Assessing an Opportunity.

How Assessment Scores Are Calculated

The total score for the assessment is determined by summing weighted scores for each assessment attribute:

where n is the number of assessment attributes in the template.

The score is also calculated as a percentage of the maximum score possible:

where Max_Scorei is the largest score for any value in the Attribute Values list for the ith attribute. This is the Max Child value shown in the Assessment Attributes applet. For example, in the assessment example in the Scenario for Using and Administering Assessments, the largest score for Attribute 2 is 6 and the largest score for Attribute 3 is 10.

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