This Report is part of the ClosePlan Managed Package installation and can be found in the 'ClosePlan Package Reports' folder.
Win Rates by ClosePlan
Report Parameters Overview
Standard Report Type: Opportunities
Name: Win Rates by ClosePlan
Save to: ClosePlan Package Reports
Groups, Columns and Filters
Groups
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)
Filter
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
At the top of the Columns section, click on the down arrow and select Add Bucket Column
In the Modal
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
At the top of the Columns section, click on the down arrow and select Add Summary Formula
In the Modal
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
At the top of the Columns section, click on the down arrow and select Add Summary Formula
In the Modal
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
Click Apply