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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
The Win Rate - Scorecard 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 - Scorecard Scores
Save to: ClosePlan Package Reports
Groups, Columns and Filters
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Group Rows
Scorecard Score (Bucket Column, see below)
Create the Bucket Column: Scorecard Score
Stage
Columns:
Scorecard Score %
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:
Scorecard Score %
Amount
Expected Revenue
Age
Filters
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Filter as needed.
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Example filters for the ROI Dashboard:
Show Me: All Opportunities
Close Date: All Time
Opportunity Status: Closed
Probability: All
Scorecard Score %: greater than 1%
Chart Properties
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Display As: Stacked Bar
Chart TItle: As needed
Y-Axis: Scorecard Score
X-Axis: Record Count
Stack By: Stage
Stack to: 100%
Legend Position: Right