Reports, Dashboards and More
Reports, Dashboards and More
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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Custom Report Types
Custom Report Types
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The Positive Business Outcome Dashboard
The Positive Business Outcome Dashboard
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ClosePlan ROI Overview Dashboard (WIP - Feb 2025 - DD)
ClosePlan ROI Overview Dashboard (WIP - Feb 2025 - DD)
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Opportunity ClosePlan Reports
Opportunity ClosePlan Reports
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