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Overview

The Win Rates Report is used in the ClosePlan ROI Overview Dashboard

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Report Parameters Overview

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Note: This report type is a Custom Report Type. If this Report Type is not present in your Org it will need to be created.

Groups, Columns and Filters

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Groups

• Stage

• Close Date (Grouped Quarterly)

Columns

• Opportunity Owner: Full Name

• Account Name: Account Name

• Opportunity Name

• 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)

• Close Date

• Lead Source

• Type

• Scorecard Score %

  • Custom field on the Opportunity. Instructions to create: Scorecard Score %

Summary Formula Columns

• ClosePlan Adoption (Summary formula)

  • See: ClosePlan Adoption Summary Formula

• ClosePlan Adoption (Bucket Column)

  • See: ClosePlan Adoption Bucket Column

Filters

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FIlter as needed. Example filters:

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