Page Comparison

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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:. Check first before you do double work!

Groups, Columns and Filters

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• Win Rate

  • Create the Win Rate Summary Formula Column

• ClosePlan Adoption (Summary formula)

  • Create ClosePlan Adoption Summary Formula Column

Filter

Filter as needed

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Filter as needed. Example Filters for the PBO Dashboard:

• Show Me: All Opportunities under role: CEO

• Close Date: All Time

• Close Date: equals LAST 11 QUARTERS

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