This Report is part of the ClosePlan Managed Package installation and can be found in the 'ClosePlan Package Reports' folder.
Overview
The Win Rate - Scorecard Scores Report is used in the ClosePlan ROI Overview Dashboard
Report Parameters
Custom fields creation: No
Report type: Opportunities with ClosePlans - (Standard Report Type)
Groups, Columns and Filters
Group Rows
Scorecard Score (Bucket Column, see below)
Stage
Columns:
Scorecard Score % (Bucket Column)
Owner Role
Opportunity Owner
Account Name
Opportunity Name
Fiscal Period
Amount
Expected Revenue
Age
Close Date
Created Date
Lead Source
Type
Set the following Fields to Average:
Scorecard Score %
Amount
Expected Revenue
Age
Filters
Filter as needed. Example Filters for the ROI Dashboard:
Show Me: All Opportunities
Close Date: All Time
Opportunity Status: Closed
Probability: All
Scorecard Score %: greater than 1%
Chart Properties
Display As: Stacked Bar
Chart TItle: As needed
Y-Axis: Scorecard Score
X-Axis: Record Count
Stack By: Stage
Stack to: 100%
Legend Position: Right