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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
This report shows win rates with and without ClosePlan based on a standard Report Type
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Report Parameters
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
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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