Opportunities exist across your portfolio and your internal teams may need to report on them from a strategic opportunity perspective.
These opportunities may be:
- Strategic customers whose needs impact plans across roadmaps
- New or emergent opportunities that have just started portfolio planning
- Acquisition or merger opportunities
- Marketing assessment of offering gaps
Custom tables, available to Enterprise+ customers, further extend our custom field capability so that you can truly design the way you manage important information. With custom tables, you enhance full records with as much supporting detail as you wish and associate the whole record to your Aha! roadmaps with a single link.
Note: Depending on your workspace type, this article may refer to Aha! record types differently than your team does.
Click any of the following links to skip ahead:
- Custom tables for tracking opportunities
- Create your opportunity table
- Use the opportunity information
- Create reports with the opportunities table
- Tailor it to your company
Custom tables for tracking opportunities
In this use case, we will review how custom tables better facilitate having a single source in your portfolio for opportunity tracking. This is especially important if there are opportunity-level stakeholders or owners that must have visibility into all touch points for the opportunity in your company.
The entire portfolio may ultimately need to make contributions so that it is successful. A single opportunity may drive seemingly unrelated programs across several workspaces, individual features in a particular workspace's roadmap, or even the research and development into a brand-new product.
With the opportunity residing in a custom table, you can then link to the opportunity via custom fields at any level and in any scope within your overall Aha! account. The opportunity custom table then provides the central visibility into all of the work necessary for the opportunity itself and singular visibility into all opportunities across the portfolio at once.
Create your opportunity table
The first step is to create the opportunities table at the account level. Select Settings > Account > Custom Tables and click Create custom table. You will need to be an administrator with customization permissions to do this.
Here, you will specify the table name as "Opportunities" and provide a reference description for how the custom table will be used in Aha! Finally, provide the unique key for the table.
In our example, we are tracking opportunities with the following core data (you may choose differently):
- Name (Text field)
- Type (Predefined choice list — in our example, the choices are Organic Sales, New Market, Acquisition, and Other)
- Forecast (Numbers field)
Note: you may choose to have multiple year columns based on ROI visibility needed.
- Owner of the overall opportunity (Users field)
- Market Dimension scorecard (optional, Scorecard field) to track how the opportunity benefits particular dimensions of your company's overall market
Select to create columns for the table as noted in the below example.
After the custom table has been created, you will then instruct your opportunity owners to enter the opportunity data. Typically, the opportunities will be entered at the highest or corporate level in your workspace hierarchy so that all aspects of your portfolio may reference them.
Use the opportunity information
Our opportunities in our example will be tracked at the following levels:
- Parent line initiative
The following steps repeat for each of the above links. In general, the first step is to create a custom field for your Aha! data linked to the custom table, and the second step is to expose the link in a custom field layout.
First, go to Settings > Account > Custom fields and create a Many to many relationship custom field linked to the opportunities table. Again, you will need to be an administrator with customization permissions to do this.
Once the custom field has been created, edit the custom field layout that is used in all workspaces that will contribute to opportunity visibility. Once the field is visible in the layout, it will be available in Aha! for use.
As the opportunity becomes linked to key strategic work across your portfolio, you may go to the custom table detail record to centrally see all in-progress work associated with the opportunity.
Create reports with the opportunities table
Once opportunities are added to the custom table and then linked across your workspaces, you can use the fields from the custom table as columns to create opportunity-specific reports and roadmaps. For example, a stacked bar chart showing opportunity forecast by type.
First, go to Roadmaps > Pivot and Add report. Find your opportunities table and add the Opportunities name, Opportunities Forecast, and Opportunities Type columns. Organize your rows, columns, and cells as illustrated in the screenshot below and set the Within cells calculation to Sum values.
From the pivot, click the Chart data icon and then the Customize view icon on the top left of the page. In the chart editor, click the Charts tab and choose the Stacked bar chart. You can also edit the title of the chart or customize the color scheme using the Customize tab in the chart editor.
The chart will provide a visual representation of the opportunities forecast to help others understand future growth potential.
Tailor it to your company
This custom table example is a simple one to demonstrate the flexibility of custom tables. How you track opportunities at your company may require additional data and leverage different styles of reports. Custom tables can be used to track any data you choose. If you would like to discuss how to tailor this use case for your company's needs, contact the Aha! Customer Success team for guidance.