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Overview

The Win Rate - Playbook Scores Report is used in the ClosePlan ROI Overview Dashboard

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Report Parameters

Custom fields creation: No

Report typeStandard Report Type: Opportunities with ClosePlans - (Standard Report Type)

Report Name: Win Rate - Playbook Scores

Save to: ClosePlan Package Reports

Groups, Columns and Filters

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Group Rows

• Playbook Completion %

  • Create the Playbook Completion % Bucket Column

• Stage

Columns:

• Event Progress %

• Owner Role

• Opportunity Owner

• Account Name

• Opportunity Name

• Fiscal Period

• Amount

• Expected Revenue

• Age

• Close Date

• Created Date

• Lead Source

• Type

Set the following Fields to Average:

• Event Progress %

• Amount

• Expected Revenue

• Age

Filters

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Filter as needed. Example filteringfilters for the ROI Dashboard:

• Show Me: All Opportunities

• Close Date: All Time

• Opportunity Status: Closed

• Probability: All

• Event Progress %: greater than 5%
  

Chart Properties

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• Display As: Stacked Bar

• Chart TItle: As needed

• Y-Axis: Playbook Completion %

• X-Axis: Record Count

• Stack By: Stage

• Stack to: 100%

• Legend Position: Right

Additional Items

Create the Bucket Column

• Create the Playbook Completion % Bucket Column