ClosePlan Outcome Reports

Owned by Anna Madajova
Last updated: Mar 22, 2022 by Justin Ganzer (Deactivated)
1 min read

This page contains reports to assess the long-term use and impact of ClosePlan.

  1. ClosePlan Win Rate analysis - with/without a ClosePlan

    • This report shows the win rates based on whether or not ClosePlan was used.

    • Link to report instructions

  2. ClosePlan Win Rate analysis - by Scorecard Completion %

    • This report shows the win rates based on the qualification of an opportunity.

    • Link to report instructions