Overview

The Mutual Action Plan (MAP) Summary feature allows high-priority action items in an Align MAP to display in the MAP tab. You can find the MAP tab on the Clari Insights Panel when you select an opportunity.

Note: If there is no MAP associated with an opportunity, then there won't be one in the MAP tab. 

The MAP tab gives stakeholders a quick glance at MAP progress for a selected opportunity. The MAP tab displays a text field that includes the next steps, risks, and additional deal notes. Sellers can easily update action items in their MAP and push the status of these high-priority actions to a MAP Summary which is viewable in Clari, as well as the text field.
 

Why Use MAP Summary?

In every deal, there are standard events that occur in your sales cycle. Tracking these events can give sales leadership a quick glance at where the deal is at. If these events are present in the MAP—where buyers can validate them—these events are even more meaningful and accurate.

The status of Align's key events and actions are validated by buyers, and automatically synced to Clari for each opportunity. As managers and sales leadership go through Deal Reviews and Forecast Reviews, all the latest information on whether key actions have happened are automatically updated from the MAP to the Opportunity Grid Panel. 

Additionally, reps will not have to document deal progress in two places—they can simply do it in the MAP Summary section of Align. 👍
 

Configure MAP Summary

Update MAP Templates

Update your MAP Templates to reflect high-priority action items that you would like to see as a MAP Summary in the MAP tab. This will replace the previous MAP and milestone view in the MAPs tab with the new MAP summary.

Edit an Existing MAP Template

Sales leaders will select the high-priority action items that need to be viewed in a summary version of the MAP in Clari. For some sales orgs, this can be referred to as the sequence of events (SOE) in a given opportunity.

To edit an existing MAP Template, use this link.





 

Summary (top left) opens the Templates Summary page shown above. Check the boxes to the right to select what to display in the MAP tab.

Notes - Next steps - Risks (top left) pushes an editable text field to the MAP tab.

Select Done Editing (top right) after you select the MAP tab action items.

How Does MAP Summary Work in Clari?

Once you configure a Template to reflect in the MAP tab, every time you use that specific Template, it will display only the selected action items in the MAP tab. The previously displayed milestones and action items will no longer be viewable in the MAP tab.
 

The NOTES - NEXT STEPS - RISKS field is now displayed in the MAP tab as an open text field that your team can update. There's also a timestamp of the last update in the field. 

The ACTIONS you select in the reporting section of the MAP Template will show in the MAP tab. This gives leadership a summary and status of high-priority action items for each opportunity. Updates made in either the full MAP or the MAP tab will appear in both places. These have a bidirectional sync between Clari and Align.