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ClosePlan Guide
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What is ClosePlan
Installation & Configuration
Administrator´s Guide
User's Guide
Reports, Dashboards and More
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Reporting Options with ClosePlan Data
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Custom Report Types
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Create custom and commonly used fields for ClosePlan reporting
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Account and Account Plan Reports
Opportunity ClosePlan Reports
ClosePlan Dashboards
Additional ClosePlan Features and Functions
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Add Account Plan Last Modified Date to Account Header
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Add Account Plan Scorecard Score % to the Account Header
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Add Account Plan Scorecard Score % to the Account Object
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Add Opportunity Playbook Last Modified (Days) to the Opportunity Header
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Add Opportunity Scorecard Last Modified (Days) to the Opportunity Header
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Add Opportunity Scorecard Score % to the Opportunity Header
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Add Opportunity Playbook Progress % to Opportunity Header
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Create Scorecard Score % field on the Opportunity Object
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Getting Help and Support
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ClosePlan Guide
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Reports, Dashboards and More
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Additional ClosePlan Features and Functions
Summarize
Additional ClosePlan Features and Functions
David Depman
Owned by
David Depman
Dec 30, 2024
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