ClosePlan Forecast Call Report
- Anna Madajova
- David Depman
- 1 Report Parameters
This report provides Users and Managers with a detailed understanding of each Opportunity, fed by ClosePlan data. In this example we will use the MEDDPICC Sales methodology, your methodology may be different, so you will adjust the instructions here to match your situation. If you have any questions, please reach out to us at support@people.ai
Report Parameters
Custom fields creation: Yes
Custom report type creation: Yes
Report type: Opportunities with/without ClosePlans
Custom report type shows Opportunities with and without created ClosePlan, fields can be renamed, hidden fields and few standard fields will not be available (e.g. Fiscal period, Age)
1. Create custom fields
Field | Object | Data Type | Description |
|---|---|---|---|
These are your Scorecard Category scores and are represented in %:
| ClosePlan | Percent |
|
SC Last Modified (Days) | ClosePlan | Formula |
|
Days to Close | Opportunity | Formula |
|
2. Sync Scorecard Category Fields with the template(s) and versions
How to sync Category Fields: Create custom and commonly used fields for ClosePlan reporting | Sync the fields with the Template(s) and versions
How to sync Templates: Create custom and commonly used fields for ClosePlan reporting | Update Scorecard Category and Playbook Event fields in Reports for deployed Tem...
3. Create the custom report type
How to create the report type: Custom Report Types | Opportunities with/without ClosePlan
NOTE: Fields in this report type can be renamed
Click Edit Layout to rename Fields
Example: Event Progress % can be renamed as Playbook Completed %
(Playbook Completed % is used as a column in Step 4 below)
4. Create the report
Go to the Reports tab and click New Report
Select Report Type “Opportunities with/without ClosePlans” > Continue
Open Outline tab and add fields for Groups and Columns setting, remove any unnecessary fields
Recommended Groups
Recommended Columns
Edit Columns to summarize
Click on the column field > select correct function and Apply
Set Sum for following fields
Set Average for following fields
Set up Conditional Formatting
Click on the Conditional Formatting button in the bottom right corner of the report > Add Conditional Formatting Rule
Conditional Formatting is limited to 5 fields
select formatting rules for the Scorecard metrics by setting the lower limit to 0 and the upper limit to 50
Field | Description |
|---|---|
Average Scorecard Score % | Provides the overall Average Scorecard Score % |
IP % - Identify Pain | Identification of a customer’s pain is essential for determining whether or not an Opportunity exists |
Ch % - Champion | A Champion selling your product from within increases your probability of closing a deal |
EB % - Economic Buyer | Identifying, meeting, and confirming value with the Economic Buyer drastically increases close rates |
Select formatting rules for the SC Last Modified (Days) by setting the lower limit to 14 and the upper limit to 20.
Note: You will need to invert the colors so that the conditional formatting acts appropriately:
Green, Yellow, Red
Field | Description |
|---|---|
Average SC Last Modified (Days) | It shows how recently the scorecard was updated. A scorecard with old data is less trustworthy than a recently updated scorecard |
Once Complete, your conditional formatting should reflect the screenshot below > click Apply
Open the filters tab and update as needed
Disable Detail Rows to show the conditional highlighting in the report
Click on Save & Run button to save and run the report
Provide the Report Name and Folder and then Save
we recommended creating a new folder named “ClosePlan” and saving it there
Result
Detail Rows enabled
Enable Detail Rows to show all columns (conditional formatting is disabled)
Detail Rows disabled
Disable Detail Rows to show the conditional highlighting in the report
Sync Template, Template Categories and Template Events
Sync Scorecard fields with Template
Note: If data is not showing in the reports, you will need to synch the Scorecard Categories and synch deployed Templates.
Sync the Scorecard Categories and Playbook Events for deployed Templates