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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 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