Reports and Dashboards

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 and Dashboard Options with ClosePlan Data
• ClosePlan Outcome Reports
• Add Account Plan Scorecard Score % to the Account Header
• Add Scorecard Score % to the Opportunity Header
• Add 'SC Since Last Modified (Days)' to the Opportunity Header
• Add Account Plan Scorecard Score % to the Account Object
• Add Account Plan Last Modified Date to Account Header
• Dashboards