Preinstalled ROI Dashboard Report: Win Rate - Playbook Scores

Owned by David Depman
Last updated: yesterday at 3:12 pm
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 - Playbook 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 - Playbook Scores

Save to: ClosePlan Package Reports

Groups, Columns and Filters

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Group Rows

Columns:

  • Event Progress %

  • 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:

  • Event Progress %

  • 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

  • Event Progress %: greater than 5%

Chart Properties

 

  • Display As: Stacked Bar

  • Chart TItle: As needed

  • Y-Axis: Playbook Completion %

  • X-Axis: Record Count

  • Stack By: Stage

  • Stack to: 100%

  • Legend Position: Right