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Reports, Dashboards and More
Reports, Dashboards and More
- Anna Madajova
- David Depman
- Petr Chvala
Owned by Anna Madajova
Last updated: Feb 18, 2025 by David Depman
ClosePlan enables you to leverage ClosePlan data within Salesforce Reporting, Forecast and Dashboards to surface information that supports your particular needs, objectives, and processes. In this section, you will find examples.
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Reporting Options with ClosePlan Data
Reporting Options with ClosePlan Data
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Custom and commonly used Fields for ClosePlan Reporting
Custom and commonly used Fields for ClosePlan Reporting
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What is ClosePlan
What is ClosePlan
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ClosePlan Forecast Call Report
ClosePlan Forecast Call Report
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Custom Report Types
Custom Report Types
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Troubleshooting and Common fixes
Troubleshooting and Common fixes
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