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Overview

The Win Rate Based on ClosePlan Report is used in the ClosePlan ROI Overview Dashboard

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Report Parameters

Custom fields creation: No

Report type: Opportunities

Groups, Columns and Filters

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Group Rows

  • ClosePlan Adoption (Bucket Column, see below)

  • Stage

  • Close Date

Columns:

  • Owner Role

  • Opportunity Owner

  • Account Name

  • Opportunity Name

  • Fiscal Period

  • Amount

  • Expected Revenue

  • Age

  • Created Date

  • Lead Source

  • Type

Summary Formula Columns

  • Win Rate (See Below to create)

  • Set the following fields to ‘Average’:

    • Amount

    • Expected Revenue

    • Age

Filters

Step 1: Filter as needed.

Filtering is very dependent on Org Settings and desired outcome. This Report is often built with widely varying filters and filter logic. As your CSM if you have any questions.

Suggested filter set

image-20241231-120814.png

  • Show Me: All Opportunities

  • Close Date: Current and Previous FY

  • Opportunity Status: Closed

  • Probability: All

  • Type: New Customer

  • (or as needed according to your Org settings)

  • Type: equals Existing Customer - Upgrade, Existing Customer - Replacement

  • (Or as needed according to your Org settings)

  • CP: Has Deal: greater than 0

Step 2: Add filter logic

  • Click the down arrow to the right of Filters > Add Filter Logic

    image-20241231-121432.png

  • Add Formula: Include Rows Matching: 2 AND (1 OR (3 AND 4))

    image-20241231-121721.png

  • Click Apply

  • Result:

image-20241231-120226.png

Another option for filtering:

image-20250107-140940.png

Chart Properties

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  • Display As: Bar

  • Chart TItle: As needed

  • Y-Axis: ClosePlan Adoption

  • X-Axis: Average Amount

  • Show Values

 

Additional Items

Create the Bucket Column

image-20241230-155224.png

  • Field: CP: Has Deal

  • Bucket Name: ClosePlan Adoption

Range

Bucket

<= 0

No ClosePlan

> 0

ClosePlan

  • Click Apply

Create Summary-Level Formula Column

image-20241231-114419.png

  • Click the down arrow on the right side of Columns

    image-20241231-115041.png

  • Column Name: Win Rate

  • Description: As needed

  • Formula Output Type: Percent

  • Decimal Points: 2

  • Formula: WON:SUM/CLOSED:SUM

    • Click Validate to check formula

  • Click Apply

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