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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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