ClosePlan Outcome Reports

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

     Open

     

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

     Open