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ClosePlan Opportunity Adoption Report

ClosePlan Opportunity Adoption Report

Owned by Anna Madajova
Last updated: Jan 02, 2025 by David Depman
2 min read

 

Overview

This report measures ClosePlan adoption across Opportunities. 

Report Parameters

Custom fields creation: No

Report type: Opportunities

Filters: Different Organizations will require a ClosePlan to be created for Opportunities based on specific data points, for example $ Size or Stage. These can be built into your filters to give a more accurate reflection of adoption based on the expectation communicated to users.

Dashboard: Donut

 

Steps to create the Report

 

  • Go to Reports and click New Report

image-20250102-104029.png

  • Select Report Type "Opportunities“ and Continue

  • Open Outline tab and add fields for Groups and Columns, remove any unnecessary fields

          

  • Group Rows

    • CP: Has Deal

    • Fiscal Period

    • Opportunity Owner

  • Columns

    • Account Name

    • Opportunity Name

    • Type

    • Stage

    • Close Date

    • Amount

      • Click on Amount field to set Sum and Apply

         

 

  • Open Filters tab and change filters as needed.
    Example:

         

 

  • Click the Add chart button > go to Chart properties and select Donut chart

  • For Value select Record Count, sliced by CP: ClosePlan Count, mark Show Values, Show Percentages, Show Total. Select desired legend position.

        

 

  • Click on Save & Run button to save and run the report

  • Provide Report Name and Folder and Save

        

 

  • Result: