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. 

• Reporting Options with ClosePlan Data
• Dashboard Options with ClosePlan Data
• Add Account Plan Last Modified Date to Account Header
• Add Account Plan Scorecard Score % to the Account Header
• Add Account Plan Scorecard Score % to the Account Object
• Add Opportunity Playbook Last Modified (Days) to the Opportunity Header
• Add Opportunity Scorecard Last Modified (Days) to the Opportunity Header
• Add Opportunity Scorecard Score % to the Opportunity Header
• Add Opportunity Playbook Progress % to Opportunity Header