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This Report is part of the ClosePlan Managed Package installation and can be found in the 'ClosePlan Package Reports' folder
Overview
The Win Rates Report is used in the ClosePlan ROI Overview Dashboard
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Report Parameters
Custom Report Type: Opportunities with/without ClosePlan
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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 %
Summary Formula Columns
Win Rate
ClosePlan Adoption (Summary formula)
Filter
Filter as needed
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Show Me: All Opportunities under role: CEO
Close Date: All Time
Close Date: equals LAST 11 QUARTERS
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