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The Win Rate - Playbook 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 - Playbook Scores
Save to: ClosePlan Package Reports
Groups, Columns and Filters
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Filter as needed. Example filteringfilters for the ROI Dashboard:
Show Me: All Opportunities
Close Date: All Time
Opportunity Status: Closed
Probability: All
Event Progress %: greater than 5%
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Display As: Stacked Bar
Chart TItle: As needed
Y-Axis: Playbook Completion %
X-Axis: Record Count
Stack By: Stage
Stack to: 100%
Legend Position: Right