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The Deal Velocity Report is used in the ClosePlan ROI Overview Dashboard
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Report Parameters
Custom fields creation: No
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Owner Role
Opportunity Owner
Account Name
Opportunity Name
Stage
Fiscal Period
Amount
Expected Revenue
Probability %
Close Date
Created Date
Next Step
Lead Source
Scorecard Score % (Custom Field, see below)
Set the following fields to ‘Average’:Amount
Expected Revenue
Probability %
Scorecard Score %
Filters
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Filter as needed
Additional Items
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