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This Report is part of the ClosePlan Managed Package installation and can be found in the 'ClosePlan Package Reports' folder. Check to see if this Report exists before you do double work!
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. Check first before you do double work!folder
Groups, Columns and Filters
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Win Rate
ClosePlan Adoption (Summary formula)
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Filter
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Filter as needed. Example Filters for the PBO Dashboard:
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