Overview

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

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Report Parameters

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Standard Report Type: Opportunities

Report Name: Win Rates by ClosePlan

Save to: ClosePlan Package Reports

 

Groups, Columns and Filters

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Groups

• ClosePlan Adoption (Bucket Column)

  • SeeCreate the Bucket Column: ClosePlan Adoption Bucket Column

• Stage

• Close Date

Columns

• Owner Role

• Opportunity Owner

• Account Name

• Opportunity Name

• Stage

• Fiscal Period (Grouped Quarterly)

• 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)

• Created Date

• Lead Source

• Type

Summary Formula Columns

• Win Rate (Summary Formula)

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

Filter

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Filter

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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.

Example: Forecast Amounts may be represented in different ways in different fields each with a different Field name in Client Orgs.

Create Bucket Column

ClosePlan Adoption Bucket Column

• In the Report, click on Edit on the top right of the page

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• At the top of the Columns section, click on the down arrow and select Add Bucket Column

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In the Modal

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• Field: CP: Has Deal

• Bucket Name: ClosePlan Adoption

• Range: <= 0

• Bucket: No ClosePlan

• Range: > 0

• Bucket: ClosePlan

Click Apply

Create Summary Field

ClosePlan Adoption (%)

• In the Report, click on Edit on the top right of the page

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• At the top of the Columns section, click on the down arrow and select Add Summary Formula

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In the Modal

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• Column Name: ClosePlan Adoption

• Description: ClosePlan Adoption (%)

• Formula Output Type: Percent

• Decimal Points: 0

• Under General add the formula:

  • Opportunity.TSPC__CPHasDeal__c:SUM/RowCount

• Click Validate to confirm formula is correct

Click Apply

Win Rate

• In the Report, click on Edit on the top right of the page

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• At the top of the Columns section, click on the down arrow and select Add Summary Formula

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In the Modal

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• Column Name: Win Rate

• Description: Win Rate %

• Formula Output Type: Percent

• Decimal Points: 0

• Under General add the formula:

  • WON:SUM/CLOSED:SUM

• Click Validate to confirm formula is correct

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