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Columns:

• Scorecard Score % (Bucket Column)

  • Create the Scorecard Score % Bucket Column

• Owner Role

• Opportunity Owner

• Account Name

• Opportunity Name

• Fiscal Period

• Amount

• Expected Revenue

• Age

• Close Date

• Created Date

• Lead Source

• Type

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• Scorecard Score %

• Amount

• Expected Revenue

• Age

Filters

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Filter as needed. Example Filters for the ROI Dashboard:

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• 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

Additional Items

Create the Bucket Column

• Create the Scorecard Score % Bucket Column