Overview

The Win Rates by ClosePlan Report is used in the ClosePlan ROI Overview Dashboard

Open

Report Parameters

Standard Report Type: Opportunities

Report Name: Win Rates by ClosePlan

Save to: ClosePlan Package Reports

Groups, Columns and Filters

Open

Groups

• ClosePlan Adoption (Bucket Column)

  • Create the Bucket Column: 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)

  • Create the Summary Formula Column: Win Rate % Formula Field

Filter

Filter as needed. Example filters for the ROI Dashboard:

• Show Me: All Opportunities

• Close Date: All Time

• Opportunity Status: Closed Won

• Probability: All

• Close Date: equals LAST 11 QUARTERS