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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 Based on ClosePlan Report is used in the ClosePlan ROI Overview Dashboard
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Report Parameters
Custom fields creation: No
Report type: OpportunitiesReport Type: Opportunities
Report Name: Win Rate Based on ClosePlan
Save to: ClosePlan Package Reports
Groups, Columns and Filters
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Group Rows
ClosePlan Adoption
(, see below)Stage
Close Date
Columns:
Owner Role
Opportunity Owner
Account Name
Opportunity Name
Fiscal Period
Amount
Expected Revenue
Age
Created Date
Lead Source
Type
Summary Formula Columns
Win Rate (See Below to create)Summary Formula)
Set the following fields to ‘Average’:
Amount
Expected Revenue
Age
Filters
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Filter as needed.
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Filters for the PBO Dashboard
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Show Me: All Opportunities
Close Date: All Time
Opportunity Status: Closed Won
Probability: All
Close Date: equals LAST 11 QUARTERS
Filters for the ROI Dashboard
Filtering is very dependent on Org Settings and desired outcome. This Report is often built with widely varying filters and filter logic. Ask your CSM if you have any questions.
Example Filters
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Show Me: All Opportunities
Close Date: Current and Previous FY
Opportunity Status: Closed
Probability: All
Type: New Customer
(or as needed according to your Org settings)
Type: equals Existing Customer - Upgrade, Existing Customer - Replacement
(Or as needed according to your Org settings)
CP: Has Deal: greater than 0
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Click the down arrow to the right of Filters > Add Filter Logic
Add Formula: Include Rows Matching: 2 AND (1 OR (3 AND 4))
Click Apply
Result:
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Another option for filtering:
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Chart Properties
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Display As: Bar
Chart TItle: As needed
Y-Axis: ClosePlan Adoption
X-Axis: Average Amount
Show Values
Additional Items
Create the Bucket Column
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Field: CP: Has Deal
Bucket Name: ClosePlan Adoption
Range | Bucket |
|---|---|
<= 0 | No ClosePlan |
> 0 | ClosePlan |
Click Apply
Create Summary-Level Formula Column
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Click the down arrow on the right side of Columns
Column Name: Win Rate
Description: As needed
Formula Output Type: Percent
Decimal Points: 2
Formula:
WON:SUM/CLOSED:SUMClick Validate to check formula
Click Apply