Preinstalled ROI Dashboard Report: Win Rates by ClosePlan

Owned by David Depman
Last updated: yesterday at 3:29 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 by ClosePlan Report is used in the ClosePlan ROI Overview Dashboard

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Report Parameters

Standard Report Type: Opportunities

Name: Win Rates by ClosePlan

Save to: ClosePlan Package Reports

 

Groups, Columns and Filters

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Groups

Columns

  • Owner Role

  • Opportunity Owner

  • Account Name

  • Opportunity Name

  • Stage

  • Fiscal Period (Grouped Quarterly)

  • 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)

  • Created Date

  • Lead Source

  • Type

Summary Formula Columns

 

Filter

FIlter as needed. Example filters:

  • Show Me: All Opportunities

  • Close Date: All Time

  • Opportunity Status: Closed Won

  • Probability: All

  • Close Date: equals LAST 11 QUARTERS

Important Notes on Report Creation

Notes on Components

Custom fields may be used in Client Orgs that do not perfectly correspond to Standard Fields provided by Salesforce indicated in this document. CS and TS must engage with the client to ensure that the right data is being surfaced by the Reports and Dashboards.

Example: Forecast Amounts may be represented in different ways in different fields each with a different Field name in Client Orgs.

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