ClosePlan ROI Overview Dashboard (WIP - Feb 2025 - DD)
Overview
The ClosePlan ROI Overview Dashboard is designed to show how ClosePlan has a positive effect on Sales revenue, deal size, deal velocity and close rates.
This Dashboard is currently a work in progress. 2 reports are currently misbehaving and will be encouraged to behave properly very soon. - Feb 2025. - DD
For any questions, please email support@people.ai
The Dashboard contains 13 Widgets related to 13 separate Reports grouped into 4 Categories.
CLOSEPLAN ROI OVERVIEW
What Percent of Opportunities are we using ClosePlan?
Deal Velocity
Deal Size
Do Opportunities with ClosePlan Win More Often?
SCORECARD INSIGHTS
Win Rate - Scorecard Scores
Closed Scorecard Category Analysis
Closed Scorecard Question Analysis
PLAYBOOK INSIGHTS
Win Rate - Playbook Scores
Checklist Items that Drive Closed Won
Checklist Items that Drive Closed Won
RELATIONSHIP MAP INSIGHTS
Win Rate - Relationship Map Stakeholders
Role Goal Win Rates CP
Avg # of key Stakeholders by Stage
Create the ClosePlan ROI Overview Dashboard
To create the ClosePlan ROI Overview Dashboard go to the App Launcher > Search Dashboards
Click New Dashboard
Name: ClosePlan ROI Overview Dashboard
Description: As needed
Folder: ClosePlan Dashboards
Note: You may need to create the folder
Click + Widget > Text
Add Text Header to create each Group Header (CLOSEPLAN ROI OVERVIEW, SCORECARD INSIGHTS, etc.)
Add Chart or Table to add each Widget under its appropriate Header according to the instructions below.
Group: ClosePlan ROI Overview
Add the Group Row by clicking + Widget > Text > Add Text: ClosePlan ROI Overview
Add Individual Components by clicking Chart or Table > Select the appropriate Report as indicated in each of the Group Widgets below
What Percent of Opportunities are we using ClosePlan?
Widget Name: What Percent of Opportunities are using ClosePlan?
Report: ClosePlan Adoption by FY
Create the Report: ClosePlan Adoption by FY
Note: The ClosePlan Adoption by FY Report is included in the Managed Package and is located in the ‘ClosePlan Package Reports’ folder. Check there before you do double work!
Widget parameters:
Report: ClosePlan Adoption by FY
Display As: Line Chart
X-Axis: Close Date
Y- Axis: ClosePlan Adoption
Display Units: Shorthand Number
Y- Axis Range: Automatic
Decimal Places: Automatic
Sort By: CloseDate
TItle: What Percent of Opportunities are using ClosePlan?
Deal Velocity
Widget Name: Deal Velocity
Report: Average Deal Velocity
Create the Report: Average Deal Velocity
Note: The Average Deal Velocity is included in the Managed Package and is located in the ‘ClosePlan Package Reports’ folder. Check there before you do double work!
Widget parameters:
Report: Average Deal Velocity
Display As: Horizontal Bar Chart
X-Axis: Average Age
Display Units: Full Number
Show Values
X- Axis Range: Automatic
Decimal Places: Automatic
TItle: Deal Velocity
Deal Size
Report: Average ARR by year
Widget Name: Deal Size
Report: Average ARR by Year
Create the Report: Average ARR by Year
Note: The Average ARR by Year is included in the Managed Package and is located in the ‘ClosePlan Package Reports’ folder. Check there before you do double work!
Widget parameters:
Report: Average ARR by Year
Display As: Horizontal Bar Chart
X-Axis: Average Amount
Display Units: Full Number
Show Values
X- Axis Range: Automatic
Decimal Places: Automatic
Sort By: ClosePlan Adoption
TItle: Deal Size
Subtitle: Average Sales Price (ASP)
Do Opportunities with ClosePlan Win More Often?
Report: Win Rate based on ClosePlan
Widget Name: Do Opportunities with ClosePlan Win More Often?
Report: Win Rate based on ClosePlan
Create the Report: Win Rate based on ClosePlan
Note: The Win Rate based on ClosePlan is included in the Managed Package and is located in the ‘ClosePlan Package Reports’ folder. Check there before you do double work!
Widget parameters:
Report: Win Rate based on ClosePlan
Display As: Horizontal Bar Chart
X-Axis: Win Rates
Display Units: Shorthand Number
Show Values
X- Axis Range: Automatic
Decimal Places: Automatic
Sort By: ClosePlan Adoption
TItle: Do Opportunities with ClosePlan Win More Often?
Group: Scorecard Insights
Add the Group Row by clicking + Widget > Text > Add Text: Group: Scorecard Insights
Add Individual Components by clicking Chart or Table > Select the appropriate Report as indicated in each of the Group Widgets below
Win Rate - Scorecard Scores
Report: Win Rate - Scorecard Scores
Widget Name: Win Rate - Scorecard Scores
Report: Win Rate - Scorecard Scores
Create the Report: Win Rate - Scorecard Scores
Note: The Win Rate - Scorecard Scores is included in the Managed Package and is located in the ‘ClosePlan Package Reports’ folder. Check there before you do double work!
Widget parameters:
Report: Win Rate - Scorecard Scores
Display As: Stacked Horizontal Bar Chart
Y-Axis: Scorecard Score
X-Axis: Record Count
Display Units: Shorthand Number
Stack to 100%
X- Axis Range: Automatic
Decimal Places: Automatic
Sort By: Scorecard Score
Then Sort by: Stage
TItle: Win Rate - Scorecard Scores
Closed Scorecard Category Analysis
Widget Name: Closed Scorecard Category Analysis
Report: Closed Scorecard Category Analysis
Create the Report: Closed Scorecard Category Analysis
Note: The Closed Scorecard Category Analysis is included in the Managed Package and is located in the ‘ClosePlan Package Reports’ folder. Check there before you do double work!
Widget parameters:
Report: Closed Scorecard Category Analysis
Display As: Line Chart
X-Axis:
Category: Name
Stage
Y- Axis: Average Question Category: Total Score %
Display Units: Shortened Number
Y- Axis Range: Automatic
Decimal Places: Automatic
Sort By: Category: Name
Then Sort By: Stage
TItle: Closed Scorecard Category Analysis
Closed Scorecard Question Analysis
Report: Closed Scorecard Question Analysis
Widget Name: Closed Scorecard Question Analysis
Report: Closed Scorecard Question Analysis
Create the Report: Closed Scorecard Question Analysis
Note: The Closed Scorecard Question Analysis is included in the Managed Package and is located in the ‘ClosePlan Package Reports’ folder. Check there before you do double work!
Widget parameters:
Report: Closed Scorecard Question Analysis
Display As: Horizontal Bar Chart
Y-Axis:
Question Preview
Stage
X-Axis: Average Answers Score
Display Units: Shortened Number
X- Axis Range: Automatic
Decimal Places: Automatic
Sort By: Question Preview
Then Sort By: Stage
TItle: Closed Scorecard Question Analysis
Group: Playbook Insights
Add the Group Row by clicking + Widget > Text > Add Text: Group: Playbook Insights
Add Individual Components by clicking Chart or Table > Select the appropriate Report as indicated in each of the Group Widgets below
Win Rate - Playbook Scores
Report: Win Rate - Scorecard Scores
Widget Name: Win Rate - Playbook Scores
Report: Win Rate - Playbook Scores
Create the Report: Win Rate - Playbook Scores
Note: The Win Rate - Playbook Scores is included in the Managed Package and is located in the ‘ClosePlan Package Reports’ folder. Check there before you do double work!
Widget parameters:
Report: Win Rate - Playbook Scores
Display As: Win Rate - Playbook Scores
X-Axis: Playbook Completion %
Y- Axis: Record Count
Display Units: NAME
Stack By: Stage
Decimal Places: Shortened Number
Sort By: Playbook Completion %
Then Sort By: Stage
TItle: Win Rate - Playbook Scores
Events that Drive Closed Won
Report: Events that Drive Closed Won
Widget Name: Events that Drive Closed Won
Report: Events that Drive Closed Won
Create the Report: Events that Drive Closed Won
Note: The Events that Drive Closed Won is included in the Managed Package and is located in the ‘ClosePlan Package Reports’ folder. Check there before you do double work!
Widget parameters:
Report: Events that Drive Closed Won (CFY)
Display As: Line Chart
X-Axis:
Name
Stage
Y- Axis: Average Completed
Display Units: Shortened Number
Y- Axis Range: Automatic
Decimal Places: Automatic
TItle: NAME
Checklist Iteam that drive Closed Won
Report: Closed Scorecard Question Analysis - ???
Widget Name: Checklist Iteam that drive Closed Won
Report: Closed Scorecard Question Analysis
Create the Report: Closed Scorecard Question Analysis
Note: The Closed Scorecard Question Analysis is included in the Managed Package and is located in the ‘ClosePlan Package Reports’ folder. Check there before you do double work!
This Report is not ready yet - Jan 06 2025
Widget parameters:
Report: Checklist Items that Drive Closed Won
Display As: NAME
X-Axis: NAME
Y- Axis: NAME
Display Units: NAME
Y- Axis Range: NAME
Decimal Places: NAME
Sort By: NAME
TItle: NAME
Group: Relationship Map Insights
Add the Group Row by clicking + Widget > Text > Add Text: Group: Relationship Map Insights
Add Individual Components by clicking Chart or Table > Select the appropriate Report as indicated in each of the Group Widgets below
Win Rate- Relationship Map Stakeholders
Report: Win Rate - Relationship Map Stakeholders
Widget Name: Win Rate - Relationship Map Stakeholders
Report: Win Rate - Relationship Map Stakeholders
Create the Report: Win Rate - Relationship Map Stakeholders
Note: The Win Rate- Relationship Map Stakeholders is included in the Managed Package and is located in the ‘ClosePlan Package Reports’ folder. Check there before you do double work!
Widget parameters:
Report: Win Rate - Relationship Map Stakeholders
Display As: Stacked Bar
X-Axis: Record Count
Stacked By: Stage
Display Units: Shortened Number
X-Axis Range: Automatic
Decimal Places: Automatic
Sort By: # of Mapped Stakeholders
Then Sort By: Stage
TItle: Win Rate - Relationship Map Stakeholders
Role Goal Win Rates CP
Report: Role Goal Win Rates CP
Widget Name: Role Goal Win Rates CP
Report: Role Goal Win Rates CP
Create the Report: Role Goal Win Rates CP
Note: The Role Goal Win Rates CP is included in the Managed Package and is located in the ‘ClosePlan Package Reports’ folder. Check there before you do double work!
Widget parameters:
Report: Role Goal Win Rates CP
Display As: Stacked Bar
Y-Axis: Role Goal %
X-Axis: Record Count
Stack By: Stage
Display Units: Shortened Number
Stack to 100%
X-Axis Range: Automatic
Decimal Places: Automatic
Sort By: Role Goal %
Then Sort By: Stage
TItle: Role Goal Win Rates CP
Avg # of Key Stakeholders by Stage
Report: Avg # of Key Stakeholders by Stage
Widget Name: Avg # of Key Stakeholders by Stage
Report: Avg # of Key Stakeholders by Stage
Create the Report: Avg # of Key Stakeholders by Stage
Note: The Avg # of Key Stakeholders by Stage is included in the Managed Package and is located in the ‘ClosePlan Package Reports’ folder. Check there before you do double work!
Widget parameters:
Report: Avg # of Key Stakeholders by Stage
Display As: Horizontal Bar Chart
Y-Axis:
Role
Stage
X-Axis: Average Role Count
Display Units: Shortened Number
Show Values
X- Axis Range: Automatic
Decimal Places: Automatic
Sort By: Role
Then Sort By: Stage
TItle: NAME