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Overview

The Win Rates Report is used in the ClosePlan ROI Overview Dashboard

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Report Parameters

Custom Standard Report Type: Opportunities with/without ClosePlan

Report Name: Win Rates

Save Report to: ClosePlan Package Reports 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:folder

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

  • Create the Win Rate Summary Formula Column

• ClosePlan Adoption (Summary formula)

  • Create ClosePlan Adoption Summary Formula Column

Filter

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Filter as needed

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. Example Filters for the PBO Dashboard:

• Show Me: All Opportunities under role: CEO

• Close Date: All Time

• Close Date: equals LAST 11 QUARTERS

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