Overview

This report provides Users and Managers a view of Opportunities using a Peoplel.ai ClosePlan and those that are not. Each Org is different, so some adjustments to these instructions may be necessary to create a usable and informative Report.

Open

Report Parameters

Custom fields creation: No

Custom report type creation: No

• Report type: Opportunities (Standard Report Type)

Create Report

• Go to the Reports tab and click New Report

Open

Select Report Type

1. Select “Opportunities” > Continue

Add Fields

1. remove any unnecessary fields

Group by:

• Opportunity Owner

• Account Name

Columns:

• Opportunity Name

• Stage

• Close Date

• CP: Has Deal

Add Summary Formula Fields

a. Summary Formula: % with ClosePlan:

b. Summary Formula Field: % without ClosePlan

Result:

Save & Run: ClosePlan Opportunity Coverage

Add Chart

Click on ‘Add Chart’ in the top right of the Report

Type: Bar

Chart Title: Up to you

Y-Axis:

X-Axis:

Legend Position: Bottom