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This Report is part of the ClosePlan Managed Package installation and can be found in the 'ClosePlan Package Reports' folder.

Overview

Win Rates

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This report shows Win Rate by fiscal year based on a custom Report Type.

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Report Parameters Overview

Custom Report Type: Opportunities with/without ClosePlan

Note: This report type is a Custom Report Type. If this Report Type is not present in your Org it will need to be created.

Name: Win Rates

Save to: ClosePlan Package Reports

Note: This report type is a Custom Report Type. If this Report Type is not present in your Org it will need to be created:

Report Type Label: Opportunity with/without ClosePlan

Report Type Name: OpportunityWWOClosePlan

Report Type Category: Opportunities

Click ‘Deployed’

Organize as follows:

A: Opportunities

B: ‘A' Records may or may not have related 'B’ Records

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Groups, Columns and Filters

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Groups

  • Stage

  • Close Date (Grouped Quarterly)

Columns

  • Opportunity Owner: Full Name

  • Account Name: Account Name

  • Opportunity Name

  • Amount (Sum and Average)

    • NOTE: Amount is a Standard Field, Orgs may have a custom Field to represent the true 'Amount' of an Opportunity. Ensure the correct ‘Amount’ Field is used!

  • Expected Revenue (Sum and Average)

  • Probability % (Average)

  • Age (Average)

  • Close Date

  • Lead Source

  • Type

  • Scorecard Score %

Summary Formula Columns

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Filters

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FIlter as needed. Example filters:

  • Show Me: All Opportunities under role: CEO

  • Close Date: All Time

  • Close Date: equals LAST 11 QUARTERS