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This Report is part of the ClosePlan Managed Package installation and can be found in the 'ClosePlan Package Reports' folder.
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Overview
This report shows win rates with and without ClosePlan based on a standard Report Type
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Report Parameters
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Standard Report Type: Opportunities
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Save to: ClosePlan Package Reports
Groups, Columns and Filters
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Groups
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
Summary Formula Columns
Win Rate (Summary Formula)
Filter
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FIlter as needed. Example filters:
Show Me: All Opportunities
Close Date: All Time
Opportunity Status: Closed Won
Probability: All
Close Date: equals LAST 11 QUARTERS
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Example: Forecast Amounts may be represented in different ways in different fields each with a different Field name in Client Orgs.
Create Bucket Column
ClosePlan Adoption Bucket Column
In the Report, click on Edit on the top right of the page
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At the top of the Columns section, click on the down arrow and select Add Bucket Column
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In the Modal
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Field: CP: Has Deal
Bucket Name: ClosePlan Adoption
Range: <= 0
Bucket: No ClosePlan
Range: > 0
Bucket: ClosePlan
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Create Summary Field
ClosePlan Adoption (%)
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