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Standard Report Type: Opportunities

Report Name: Win Rates by ClosePlan

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• ClosePlan Adoption (Bucket Column)

  • SeeCreate the Bucket Column: ClosePlan Adoption Bucket Column

• Stage

• Close Date

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• Win Rate (Summary Formula)

  • SeeCreate the Summary Formula Column: Win Rate % Formula Field

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Filter

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FIlter Filter as needed. Example filters for the ROI Dashboard:

• Show Me: All Opportunities

• Close Date: All Time

• Opportunity Status: Closed Won

• Probability: All

• Close Date: equals LAST 11 QUARTERS

Important Notes on Report Creation

Notes on Components

Custom fields may be used in Client Orgs that do not perfectly correspond to Standard Fields provided by Salesforce indicated in this document. CS and TS must engage with the client to ensure that the right data is being surfaced by the Reports and Dashboards.

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