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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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Scorecard Score (Bucket Column, see below)
Create the Bucket Column: Scorecard Score
Stage
Columns:
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 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%
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