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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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Custom and commonly used Fields for ClosePlan Reporting
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Account and Account Plan Reports
Opportunity ClosePlan Reports
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Average ARR by Year
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Average Deal Velocity
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ClosePlan Forecast Call Report
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ClosePlan Forecast Call Report grouped by Fiscal Period
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ClosePlan Opportunity Adoption Report
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ClosePlan Opportunity Coverage Report
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ClosePlan Outcome Reports
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ClosePlan Win Rate Analysis Report
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ClosePlan Win Rate Analysis - with/without a ClosePlan
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Contacts with Account Maps and Activities (Tasks)
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Preinstalled ROI Dashboard Report: Avg # of Key Stakeholders by Stage
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Preinstalled ROI Dashboard Report: Closed Scorecard Category Analysis
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Preinstalled ROI Dashboard Report: Closed Scorecard Question Analysis
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Preinstalled ROI Dashboard Report: ClosePlan Adoption by FY
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Preinstalled ROI Dashboard Report: Average Revenue by ClosePlan
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Preinstalled ROI Dashboard Report: Average Revenue by FY
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Preinstalled ROI Dashboard Report: Role Goal Win Rates CP
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Preinstalled ROI Dashboard Report: Win Rates
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Preinstalled ROI Dashboard Report: Win Rates by ClosePlan
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Preinstalled ClosePlan Reports: Win Rate - Relationship Map Stakeholders
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Win Rate Based on ClosePlan
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Win Rate - Playbook Scores
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Win Rate - Scorecard Scores
ClosePlan Dashboards
Additional ClosePlan Features and Functions
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Getting Help and Support
Release Notes
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Known Issues
Troubleshooting and Common fixes
Blogs
Apps
draw.io Diagrams
ClosePlan Guide
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Reports, Dashboards and More
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Opportunity ClosePlan Reports
Summarize
Opportunity ClosePlan Reports
David Depman
Owned by
David Depman
Last updated:
Dec 31, 2024
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David Depman