NS: SC Forecast Report

sc_forecast_card.html

<div class="ui raised ' || CASE {custrecord_screq_engmnt_status} WHEN 'Not Started' THEN 'grey' WHEN 'In Progress' THEN 'blue' WHEN 'On hold' THEN 'orange' WHEN 'Completed' THEN 'olive' WHEN 'Cancelled' THEN 'red' END || ' card" style="min-width:450px;">
    <div class="content">
        <div class="right floated meta">
            <a class="ui ' || CASE {custrecord_screq_engmnt_status} WHEN 'Not Started' THEN 'grey' WHEN 'In Progress' THEN 'blue' WHEN 'On hold' THEN 'orange' WHEN 'Completed' THEN 'olive' WHEN 'Cancelled' THEN 'red' END || ' tiny label" style="white-space:nowrap !important;">' || {custrecord_screq_engmnt_status} || '</a>
        </div>
        <div class="header">' || {custrecord_screq_assignee} || ' </div>
        <div class="meta">' || CASE WHEN {custrecord_screq_assigned_lead} = 'T' THEN 'Lead SC' ELSE 'Secondary SC' END || '</div>
    </div>
    <div class="content">
        <div class="right floated meta">' || CASE WHEN TO_DATE(REGEXP_SUBSTR({custrecord_screq_engmnt_notes}, '\d{1,2}/\d{1,2}/\d{1,4}', 1, 1, 'in'), 'mm/dd/yyyy') IS NULL THEN 'N/A' WHEN (SYSDATE - 7) > TO_DATE(REGEXP_SUBSTR({custrecord_screq_engmnt_notes}, '\d{1,2}/\d{1,2}/\d{1,4}', 1, 1, 'in'), 'mm/dd/yyyy') THEN '<a class="ui red empty circular label" title="Update older than a week"></a> Last Updated: ' || TO_DATE(REGEXP_SUBSTR({custrecord_screq_engmnt_notes}, '\d{1,2}/\d{1,2}/\d{1,4}', 1, 1, 'in'), 'mm/dd/yyyy') ELSE 'Last Updated: ' || TO_DATE(REGEXP_SUBSTR({custrecord_screq_engmnt_notes}, '\d{1,2}/\d{1,2}/\d{1,4}', 1, 1, 'in'), 'mm/dd/yyyy') END || '</div>
        <div class="meta">Last Comments</div>
        <div class="description">
            <p style="white-space:pre-wrap;">' || TRIM(REGEXP_REPLACE(REGEXP_SUBSTR({custrecord_screq_engmnt_notes}, '\d{1,2}\/\d{1,2}\/\d{1,4}.*?(\s|\x09|\x0A|\x0D).*?(\[\w{2,3}\])', 1, 1, 'in'), '\d{1,2}/\d{1,2}/\d{1,4}', '')) || '</p>
            <p>
                <div class="ui small labels">' ||  CASE WHEN {custrecord_screq_opportunity.custbody_opp_recurring_commit} >= 100000.00 THEN '<a class="ui label" style="white-space:nowrap !important;">💰 Big Deal</a>' END ||  CASE WHEN {custrecord_screq_opportunity.custbody_opp_top_deals} = 'T' THEN '<a class="ui label" style="white-space:nowrap !important;">🎩 Rep Top Deal</a>' END ||  CASE WHEN REGEXP_SUBSTR(LOWER({custrecord_screq_engmnt_notes}), '#(sckd)', 1, 1, 'i') = '#sckd' THEN '<a class="ui label" style="white-space:nowrap !important;">🔑 SC Key Deal</a>' END ||  CASE WHEN REGEXP_SUBSTR(LOWER({custrecord_screq_engmnt_notes}), '#(dmd)', 1, 1, 'i') = '#dmd' THEN '<a class="ui label" style="white-space:nowrap !important;">💻 Persona Demo</a>' END ||  CASE WHEN REGEXP_SUBSTR(LOWER({custrecord_screq_engmnt_notes}), '#(suitepeople)', 1, 1, 'i') = '#suitepeople' THEN '<a class="ui label" style="white-space:nowrap !important;">👨‍👩‍👧‍👦 SuitePeople</a>' END ||  CASE WHEN REGEXP_SUBSTR(LOWER({custrecord_screq_engmnt_notes}), '#(salesforce)', 1, 1, 'i') = '#salesforce' THEN '<a class="ui label" style="white-space:nowrap !important;">🔀 Salesforce</a>' END || '</div>
            </p>
        </div>
    </div>
    <div class="content">
        <div class="extra content">
            <div class="right floated meta">' || CASE WHEN TO_CHAR({custrecord_screq_opportunity.expectedclosedate}, 'mm') = TO_CHAR(SYSDATE, 'mm') THEN ' <a class="ui yellow empty circular label" title="Closing this month"></a>  ' END || 'Expected Close: ' || {custrecord_screq_opportunity.expectedclosedate} || '</div>
            <div class="meta">Forecast: ' || {custrecord_screq_opportunity.forecasttype} || '</div>
        </div>
    </div>
</div>

sc_forecast_dealnotes.html

<div class="ui middle aligned divided list">
  <div class="item">
    <div class="header">Sales Manager Notes</div>
    <span style="white-space:pre-wrap;">' || TRIM(SUBSTR({custrecord_screq_opportunity.custbody31}, 1, 400)) || ' ...</span>
    </div>
  <div class="item">
    <div class="header">Sales Next Steps</div>
    <span style="white-space:pre-wrap;">' || TRIM(SUBSTR({custrecord_screq_opportunity.custbody_salesops_next_stage_salesproc}, 1, 400)) || ' ...</span>
    </div>
</div>

sc_forecast_details.html

<div class="ui grid" style="min-width:600px;">
  <div class="ten wide column">
      <div class="ui middle aligned divided list">
        <div class="item" stlye="overflow:hidden;">
            <div class="header">Company</div>
            <a class="dottedlink" target="_blank" href="/app/common/entity/custjob.nl?id=' || {custrecord_screq_opp_company.internalid} || '" style="color:#7f8c8d;white-space:nowrap !important;">' || {custrecord_screq_opp_company} || '</a>
        </div>
        <div class="item">
            <div class="header">Opportunity</div>
            <a class="dottedlink" target="_blank" href="/app/accounting/transactions/opprtnty.nl?id=' || {custrecord_screq_opportunity.internalid} || '" style="color:#7f8c8d;white-space:nowrap !important;">Opp ' || {custrecord_screq_opportunity.number} || '</a>
        </div>
        <div class="item" style="white-space:nowrap !important;">
            <div class="header">Sales Rep</div>' || {custrecord_screq_opportunity.custbody_sales_salesreprsoter} || '</div>
        <div class="item">
            <div class="header">Sales Mgr</div>' || {custrecord_screq_opp_salesreproster.custrecord_emproster_mgrroster} || '</div>     ' || CASE WHEN {custrecord_screq_opportunity.custbody_psa_rep} IS NOT NULL THEN '
        <div class="item" style="white-space:nowrap !important;">
            <div class="header">Overlay Rep</div>' || {custrecord_screq_opportunity.custbody_psa_rep} || '</div>' END || '
    </div>
  </div>
  <div class="six wide column">
      <div class="ui middle aligned divided list">
        <div class="item">
            <div class="header">Sales Vertical</div>' || {custrecord_screq_opp_salesreproster.custrecord_emproster_vertical_amo} || CASE WHEN {custrecord_screq_opp_salesreproster.custrecord_emproster_vertical_amo} != {custrecord_screq_assignee.custrecord_emproster_vertical_amo} THEN ' <a class="ui red empty circular label" title="Out of vertical"></a>' END || '   </div>
        <div class="item">
            <div class="header">ARR Total</div>' || CASE WHEN {custrecord_screq_opportunity.custbody_opp_recurring_commit} != 0.00 AND {custrecord_screq_opportunity.custbody_opp_recurring_commit} IS NOT NULL THEN TO_CHAR({custrecord_screq_opportunity.custbody_opp_recurring_commit}, '999,999,999,999.99') ELSE '0.00' END || '</div>
        <div class="item">
            <div class="header">MGR Commit</div>' || CASE WHEN {custrecord_screq_opportunity.custbody_opp_mgr_commit} != 0.00 AND {custrecord_screq_opportunity.custbody_opp_mgr_commit} IS NOT NULL THEN TO_CHAR({custrecord_screq_opportunity.custbody_opp_mgr_commit}, '999,999,999,999.99') ELSE '0.00' END || '</div>
        <div class="item">
            <div class="header">VL Commit</div>' || CASE WHEN {custrecord_screq_opportunity.custbody_opp_vl_commit} != 0.00 AND {custrecord_screq_opportunity.custbody_opp_vl_commit} IS NOT NULL THEN TO_CHAR({custrecord_screq_opportunity.custbody_opp_vl_commit}, '999,999,999,999.99') || ' <a class="ui olive empty circular label" title="Committed by VL"></a>' ELSE '0.00' END || '</div>
        <div class="item">
            <div class="header">Days Open</div>' || {custrecord_screq_opportunity.daysopen} || '</div>
        <div class="item">
            <div class="header">Premium Tier Flag</div>' || CASE {custrecord_sc_complex_flag} WHEN 'Yes' THEN 'Yes <a class="ui purple empty circular label" title="Premium Tier Qualified"></a>' WHEN 'No' THEN 'No' ELSE 'Unset' END || '</div>
    </div>
  </div>
</div>

sc_forecast_historical.sql

' <div class="ui middle aligned divided list">     <div class="item" style="white-space:nowrap !important;">         <div class="header">Solution Consultant</div>' || {custrecord_screq_assignee} || '</div>     <div class="item">         <div class="header">Lead SC</div>' || CASE WHEN {custrecord_screq_assigned_lead} = 'T' THEN 'Lead SC <a class="ui blue empty circular label"></a>' ELSE 'Secondary' END || '</div>     <div class="item">         <div class="header">Sales Rep</div>' || {custrecord_screq_opportunity.custbody_sales_salesreprsoter} || '</div>     <div class="item">         <div class="header">Sales Mgr</div>' || {custrecord_screq_opp_salesreproster.custrecord_emproster_mgrroster} || '</div>     ' || CASE WHEN {custrecord_screq_opportunity.custbody_psa_rep} IS NOT NULL THEN '<div class="item" style="white-space:nowrap !important;">         <div class="header">Overlay Rep</div>' || {custrecord_screq_opportunity.custbody_psa_rep} || '</div>' END || ' </div> '

' <div class="ui middle aligned divided list"><div class="item"><div class="header">Company</div><a class="dottedlink" target="_blank" href="/app/common/entity/custjob.nl?id=' || {custrecord_screq_opp_company.internalid} || '" style="color:#7f8c8d;white-space:nowrap !important;">' || {custrecord_screq_opp_company} || '</a></div><div class="item"><div class="header">Opportunity</div><a class="dottedlink" target="_blank" href="/app/accounting/transactions/opprtnty.nl?id=' || {custrecord_screq_opportunity.internalid} || '" style="color:#7f8c8d;white-space:nowrap !important;">Opp ' || {custrecord_screq_opportunity.number} || '</a></div><div class="item"><div class="header">Opportunity Status</div>     ' || {custrecord_screq_opportunity.entitystatus} || '   </div><div class="item"><div class="header">Forecast Type</div>     ' || {custrecord_screq_opportunity.forecasttype} || '   </div><div class="item"><div class="header">Sales Vertical</div>     ' || {custrecord_screq_opp_salesreproster.custrecord_emproster_vertical_amo} || CASE WHEN {custrecord_screq_opp_salesreproster.custrecord_emproster_vertical_amo} != {custrecord_screq_assignee.custrecord_emproster_vertical_amo} THEN ' <a class="ui red empty circular label"></a>' END || '   </div></div> '

' <div class="ui middle aligned divided list"><div class="item"><div class="header">ARR Total</div>     ' || CASE WHEN {custrecord_screq_opportunity.custbody_opp_recurring_commit} != 0.00 AND {custrecord_screq_opportunity.custbody_opp_recurring_commit} IS NOT NULL THEN TO_CHAR({custrecord_screq_opportunity.custbody_opp_recurring_commit}, '999,999,999,999.99') ELSE '0.00' END || '   </div><div class="item"><div class="header">VL Commit</div>     ' || CASE WHEN {custrecord_screq_opportunity.custbody_opp_vl_commit} != 0.00 AND {custrecord_screq_opportunity.custbody_opp_vl_commit} IS NOT NULL THEN TO_CHAR({custrecord_screq_opportunity.custbody_opp_vl_commit}, '999,999,999,999.99') || ' <a class="ui olive empty circular label"></a>' ELSE '0.00' END || '   </div><div class="item"><div class="header" style="white-space:nowrap !important;">Expected Close</div>     ' || {custrecord_screq_opportunity.expectedclosedate} || CASE WHEN TO_CHAR({custrecord_screq_opportunity.expectedclosedate}, 'mm') = TO_CHAR(SYSDATE, 'mm') THEN ' <a class="ui yellow empty circular label"></a>' END || '   </div><div class="item"><div class="header">Days Open</div>     ' || {custrecord_screq_opportunity.daysopen} || '   </div></div> '

sc_forecast_links.html

<link rel="stylesheet prefetch" href="https://cdnjs.cloudflare.com/ajax/libs/semantic-ui/2.4.1/components/card.min.css" /><link rel="stylesheet prefetch" href="https://cdnjs.cloudflare.com/ajax/libs/semantic-ui/2.4.1/components/divider.min.css" /><link rel="stylesheet prefetch" href="https://cdnjs.cloudflare.com/ajax/libs/semantic-ui/2.4.1/components/grid.min.css" /><link rel="stylesheet prefetch" href="https://cdnjs.cloudflare.com/ajax/libs/semantic-ui/2.4.1/components/header.min.css" /><link rel="stylesheet prefetch" href="https://cdnjs.cloudflare.com/ajax/libs/semantic-ui/2.4.1/components/item.min.css" /><link rel="stylesheet prefetch" href="https://cdnjs.cloudflare.com/ajax/libs/semantic-ui/2.4.1/components/label.min.css" /><link rel="stylesheet prefetch" href="https://cdnjs.cloudflare.com/ajax/libs/semantic-ui/2.4.1/components/list.min.css" /><link rel="stylesheet prefetch" href="https://cdnjs.cloudflare.com/ajax/libs/semantic-ui/2.4.1/components/site.min.css" />