...
ClosePlan Adoption (Bucket Column)
Stage
Close Date
Columns
Owner Role
Opportunity Owner
Account Name
Opportunity Name
Stage
Fiscal Period (Grouped Quarterly)
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)
Created Date
Lead Source
Type
...
Win Rate (Summary Formula)
See: Win Rate Summary % Formula Field
Filter
...
FIlter as needed. Example filters:
...
Example: Forecast Amounts may be represented in different ways in different fields each with a different Field name in Client Orgs.
Create Summary Field
ClosePlan Adoption (%)
In the Report, click on Edit on the top right of the page
...
At the top of the Columns section, click on the down arrow and select Add Summary Formula
...
In the Modal
...
Column Name: ClosePlan Adoption
...
Description: ClosePlan Adoption (%)
...
Formula Output Type: Percent
...
Decimal Points: 0
Under General add the formula:
...
.
...
Click Validate to confirm formula is correct
Click Apply
Win Rate
In the Report, click on Edit on the top right of the page
...
At the top of the Columns section, click on the down arrow and select Add Summary Formula
...
In the Modal
...
Column Name: Win Rate
Description: Win Rate %
Formula Output Type: Percent
Decimal Points: 0
Under General add the formula:
WON:SUM/CLOSED:SUM
Click Validate to confirm formula is correct
...