By customizing the Go/No-Go Configurations, Sections, Questions, and Scoring within the Loopio Go/No-Go app, your team can identify the right opportunities to respond to based on a set of criteria you define.
Learn more: Before you begin, download and complete our Loopio Go/No-Go Planning Guide, and make sure your Salesforce Administrator has installed the Go/No-Go app.
Creating Go/No-Go Configurations
Each Go/No-Go Configuration contains a set of Go/No-Go Sections and Questions. You can create multiple Go/No-Go Configurations, allowing you to display a different set of qualifying questions to each team.
- Click the Go/No-Go Configurations tab
Tip: Don't see the Go/No-Go Configurations tab? Look under More, or go to the App Launcher, then search for and select Loopio Go/No-Go
- Click New
- Enter a Go/No-Go Configuration Name
- Click Save to create your Go/No-Go Configuration, or Save & New to create one or more additional Go/No-Go Configuration(s) on the same screen
Tip: Ready to begin creating Go/No-Go Sections? Skip to step 3 of Creating a Go/No-Go Section Within a Go/No-Go Configuration.
Linking Go/No-Go Configurations
Creating a Linked Configuration allows you to consider input from multiple team members before making a decision to begin a Project.
Learn more: Can I Have a Multi-Step Go/No-Go Process?
- Click the Go/No-Go Settings tab
Tip: Don't see the Go/No-Go Configurations tab? Look under More, or go to the App Launcher, then search for and select Loopio Go/No-Go
- Click Edit on the Default Configuration tile
- Select Create a Linked Configuration
- Click Save to create your Linked Configuration
Creating Go/No-Go Sections
A Go/No-Go Section will contain a set of Go/No-Go Questions. Each Go/No-Go Section can only exist within one Go/No-Go Configuration.
Creating a Go/No-Go Section Within a Go/No-Go Configuration
- Click the Go/No-Go Configurations tab
Tip: Don't see the Go/No-Go Configurations tab? Look under More, or go to the App Launcher, then search for and select Loopio Go/No-Go
- Click the name of the Go/No-Go Configuration you want to add Go/No-Go Sections to
- Beside Go/No-Go Sections, click New
- Enter the Go/No-Go Section Name and Section Sequence
- Click Save to create your Go/No-Go Section, or Save & New to create one or more additional Go/No-Go Section(s) on the same screen
Creating a Go/No-Go Section from the Go/No-Go Sections Tab
- Click the Go/No-Go Sections tab
Tip: Don't see the Go/No-Go Sections tab? Look under More, or go to the App Launcher, then search for and select Loopio Go/No-Go
- Click New
- Enter the Go/No-Go Section Name
- Search for and select a Go/No-Go Configuration, or select + New Go/No-Go Configuration to create a new Go/No-Go Configuration
- Enter a Section Sequence
- Click Save to create your Go/No-Go Section, or Save & New to create one or more additional Go/No-Go Section(s) on the same screen
Creating Go/No-Go Questions
After creating Go/No-Go Section(s), you can configure multiple questions in each section. The questions you create will be linked to the related section name with a specific data type (dropdown, text, number). You can also set the question(s) as mandatory by checking the Make Required field to true.
Creating a Go/No-Go Question from Within a Go/No-Go Section
- Click the Go/No-Go Sections tab
Tip: Don't see the Go/No-Go Sections tab? Look under More, or go too the App Launcher, then search for and select Loopio Go/No-Go
- Click the name of the Go/No-Go Section you want to add Go/No-Go Questions to
- Beside Go/No-Go Questions, click New
- Enter the following information. Fields marked with an asterisk (*) are mandatory:
- * Question Label: Enter the desired question
- * Go/No-Go Section: Auto populate by default or choose the desired Section name
- Make Required: Check/Uncheck
- * Data Type: You can choose one among the type (Text/Dropdown/Number) based on your needs
- * Question Sequence: You can align the questions in a sequential order based on the number
- Click Save to create your Go/No-Go Question, or Save & New to create one or more additional Go/No-Go Question(s) on the same screen
Creating a Go/No-Go Question from the Go/No-Go Questions tab
- Click the Go/No-Go Questions tab
Tip: Don't see the Go/No-Go Sections tab? Look under More, or go to the App Launcher, then search for and select Loopio Go/No-Go
- Click New
- Enter the following information. Fields marked with an asterisk (*) are mandatory:
- * Question Label: Enter the desired question
- * Go/No-Go Section: Auto populate by default or choose the desired Section name
- Make Required: Check/Uncheck
- * Data Type: You can choose one among the type (Text/Dropdown/Number) based on your needs
- * Question Sequence: You can align the questions in a sequential order based on the number
- Click Save to create your Go/No-Go Question, or Save & New to create one or more additional Go/No-Go Question(s) on the same screen
Creating Go/No-Go Scores
- Click the Go/No-Go Sections tab
Tip: Don't see the Go/No-Go Sections tab? Look under More, or go to the App Launcher, then search for and select Loopio Go/No-Go
- Click the Question Name/ID in the Go/No-Go Questions panel of your Go/No-Go Section
- Click Configure Go/No-Go Scores
- Enter the following information in the below fields:
- Value: add the expected answer in the text box. (Numeric or Alphabetic)
- Score: Enter any number associated to the answer. (0,1,2,….)
- Click Add Score to include additional answers and scores
- Click Save
Go/No-Go Score Calculation
A simple percentage formula is used to calculate the Go/No-Go Score:
- The scores of all answers given by the user are added together
- The score is divided by the possible overall maximum score provided by administrator for all questions, then multiplied by 100 to get the final Go/No-Go Score in percentage.
Go/No-Go Status
Note: This section refers to the default Go/No-Go Statuses included in the Loopio Go/No-Go managed package. You may see different options if your Organization has set up custom Go/No-Go Statuses.
Based on the calculated Go/No-Go Score, the application provides three default statuses, Red, Yellow, and Green, with the following ranges:
- Red: 0 and 30
- Yellow: 31 and 60
- Green: 61 to 100
You can use the Custom Metadata Types setting to configure the Go/No-Go Status based on the Go/No-Go Score.
Configuring the Go/No-Go Status Setting
- Select the Go/No-Go Settings tab
Tip: Don't see the Go/No-Go Settings tab? Look under More, or go to the App Launcher, then search for and select Loopio Go/No-Go
- In the Go/No-Go Statuses section, click Edit
- Click + Add New to add a new status, the edit status button (pencil icon) to update an existing status, or the delete status button (trash bin icon) to delete an existing status
- Select or enter a value for the following settings
- Status Label: A name for the status, for example Green
- Min Range: the minimum score required for a submission to have this status. Must be a number.
- Max Range: the maximum score allowed for a submission to have this status. Must be a number.
-
Static Resource Name: The file name for the image that will be displayed when this status is returned
Tip: The static resource must already exist in your Salesforce instance. Learn more: [External: Salesforce] Define Static Resources
- Click Save
Go/No-Go Reminders
- Select the Go/No-Go Settings tab
Tip: Don't see the Go/No-Go Settings tab? Look under More, or go to the App Launcher, then search for and select Loopio Go/No-Go
- In the Assignee Notification section, click Edit
- Choose whether to send the Configuration Owner a notification when an opportunity is ready for Go/No-Go submission
- Select when (at which Stage) the notification is sent
- Choose whether to set a reminder notification if the submission is not completed
- Select when (how far in advance) the reminder is sent
- Click Save