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• Fiscal Year

• Type

• ClosePlan Adoption (Bucket Column, see below))

  • Create the ClosePlan Adoption Bucket Column

Columns:

• Owner Role

• Opportunity Owner

• Account Name

• Opportunity Name

• Stage

• Fiscal Period

• Amount

• Expected Revenue

• Probability %

• Close Date

• Created Date

• Next Step

• Lead Source

• Scorecard Score % (Custom Field, see below)

  • Create the Scorecard Score % Field on the Opportunity Object
    
    Set the following fields to ‘Average’:

  • Amount

  • Expected Revenue

  • Probability %

  • Scorecard Score %

Filters

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Filter as needed

...

Additional Items

Create the Bucket Column

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• Field: CP: Has Deal

• Bucket Name: ClosePlan Adoption

• Click Apply

Create Custom Field: Scorecard Score % Field

Created the Scorecard Score % field. Example Filters for the ROI Dashboard

• Show Me: All Opportunities

• Close Date: Current and Previous FY

• Opportunity Status: Closed Won

• Probability: All

• Type: equals New Business, Upsell/Cross sell