Preinstalled ROI Dashboard Report: Win Rates

Owned by David Depman
Last updated: yesterday at 3:27 pm
2 min read

This Report is part of the ClosePlan Managed Package installation and can be found in the 'ClosePlan Package Reports' folder.

Overview

The Win Rates Report is used in the ClosePlan ROI Overview Dashboard

Report Parameters Overview

Custom Report Type: Opportunities with/without ClosePlan

Note: This report type is a Custom Report Type. If this Report Type is not present in your Org it will need to be created.

Name: Win Rates

Save to: ClosePlan Package Reports

Note: This report type is a Custom Report Type. If this Report Type is not present in your Org it will need to be created.

Groups, Columns and Filters

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Groups

  • Stage

  • Close Date (Grouped Quarterly)

Columns

  • Opportunity Owner: Full Name

  • Account Name: Account Name

  • Opportunity Name

  • Amount (Sum and Average)

    • NOTE: Amount is a Standard Field, Orgs may have a custom Field to represent the true 'Amount' of an Opportunity. Ensure the correct ‘Amount’ Field is used!

  • Expected Revenue (Sum and Average)

  • Probability % (Average)

  • Age (Average)

  • Close Date

  • Lead Source

  • Type

  • Scorecard Score %

Summary Formula Columns

Filters

FIlter as needed. Example filters:

  • Show Me: All Opportunities under role: CEO

  • Close Date: All Time

  • Close Date: equals LAST 11 QUARTERS