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This Report is part of the ClosePlan Managed Package installation and can be found in the 'ClosePlan Package Reports' folder. Check to see if this Report exists before you do double work!
Overview
This report shows win rates with and without ClosePlan based on a standard Report TypeThe Win Rates by ClosePlan Report is used in the ClosePlan ROI Overview Dashboard
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Report Parameters
Standard Report Type: Opportunities
Report Name: Win Rates by ClosePlan
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ClosePlan Adoption (Bucket Column)
SeeCreate the Bucket Column: ClosePlan Adoption Bucket Column
Stage
Close Date
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Win Rate (Summary Formula)
SeeCreate the Summary Formula Column: Win Rate % Formula Field
Filter
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FIlter Filter as needed. Example filters for the ROI Dashboard:
Show Me: All Opportunities
Close Date: All Time
Opportunity Status: Closed Won
Probability: All
Close Date: equals LAST 11 QUARTERS
Important Notes on Report Creation
Notes on Components
Custom fields may be used in Client Orgs that do not perfectly correspond to Standard Fields provided by Salesforce indicated in this document. CS and TS must engage with the client to ensure that the right data is being surfaced by the Reports and Dashboards.
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