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This section shows examples of reports built with ClosePlan data.
Report Data:
- Reports with ClosePlan data are based on templatesTemplates.
- Each organization has one or more unique templatesTemplates, therefore it is often necessary to create custom fields on the ClosePlan or Opportunity Objects to surface data to Reports.
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Custom Report Types in organizations that use Role Hierarchy show all records below the current Role.
Workaround: Create a "Global" role that sits above all other roles in the system, and then save your custom reports set with "Global" as the hierarchy level. |
Report examples for which you can show data:
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3. Opportunity ClosePlan Adoption
Report creation: ClosePlan Opportunity ClosePlan Adoption Report
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Standard Report Type: Opportunities
Report Creation:
11. Report 2): Scorecard Category Analysis
Report Type:
Accounts Reports:
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Historical trend reporting allows tracking of how field values have changed over time.
When setting up historical trend reporting, keep in mind that retaining historical data increases storage requirements.
Salesforce historical tracking limitations:
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