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This report measures ClosePlan adoption across Opportunities.
Report Parameters
Custom fields creation: No
Report type: Opportunities
Filters: Different Organizations will require a ClosePlan to be created for Opportunities based on specific data points, for example $ Size or Stage. These can be built into your filters to give a more accurate reflection of adoption based on the expectation communicated to users.
Dashboard: Donut
Steps to create the Report
- Go to the Reports and click New Report
- Select Report Type „Opportunities“ "Opportunities“ and Continue
- Open Outline tab and add fields for Groups and Columns setting, remove any unnecessary fields
- Click on Amount field to set Sum and Apply
- Open Filters tab and change filters as is needed. Example:
- Click the Add chart button > go to Chart properties and select Donut chart
- For Value select Record Count, sliced by CP: ClosePlan Count, mark Show Values, Show Percentages, Show Total. Select desired legend position.
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