Overview

The Deal Velocity Report is used in the ClosePlan ROI Overview Dashboard

Report Parameters

Custom fields creation: No

Report type: Opportunities

Groups, Columns and Filters

Group Rows

• Fiscal Year

• Type

• ClosePlan Adoption (Bucket Column, see below)

Columns:

• Owner Role

• Opportunity Owner

• Account Name

• Opportunity Name

• Stage

• Fiscal Period

• Amount

• Expected Revenue

• Probability %

• Close Date

• Created Date

• Next Step

• Lead Source

• Scorecard Score % (Custom Field, see below)
  
  Set the following fields to ‘Average’:

  • Amount

  • Expected Revenue

  • Probability %

  • Scorecard Score %

Filters

• Filter as needed

Additional Items

Create the Bucket Column

Field: CP: Has Deal

Bucket Name: ClosePlan Adoption

Click Apply

Create the Scorecard Score % Field

Created the Scorecard Score % field