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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 %
Custom field on the Opportunity. Instructions to create: Scorecard Score %
Summary Formula Columns
ClosePlan Adoption (Summary formula)
ClosePlan Adoption (Bucket Column)
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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