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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

image-20241231-130607.png

Report Parameters

Standard Report Type: Opportunities with ClosePlans

Report Name: Win Rate - Scorecard Scores

Save to: ClosePlan Package Reports

Groups, Columns and Filters

image-20241231-125735.png

Group Rows

  • Scorecard Score (Bucket Column)

  • Stage

Columns:

  • Scorecard Score %

  • 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

image-20241231-125202.png

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

image-20241231-125338.png

  • 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

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