Preinstalled ROI Dashboard Report: Win Rate - Scorecard Scores

Owned by David Depman
Last updated: about 5 hours ago
2 min read

This Report is part of the ClosePlan Managed Package installation and can be found in the 'ClosePlan Package Reports' folder. Check to see if this Report exists before you do double work!

Overview

The Win Rate - Scorecard Scores Report is used in the ClosePlan ROI Overview Dashboard

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Report Parameters

Standard Report Type: Opportunities with ClosePlans

Report Name: Win Rate - Scorecard Scores

Save to: ClosePlan Package Reports

Groups, Columns and Filters

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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

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