Overview

The Win Rate Based on ClosePlan Report is used in the ClosePlan ROI Overview Dashboard

Open

Report Parameters

Custom fields creation: No

Report type: Opportunities

Groups, Columns and Filters

Open

Group Rows

• ClosePlan Adoption (Bucket Column, see below)

• Stage

• Close Date

Columns:

• Owner Role

• Opportunity Owner

• Account Name

• Opportunity Name

• Fiscal Period

• Amount

• Expected Revenue

• Age

• Created Date

• Lead Source

• Type

Summary Formula Columns

• Win Rate (See Below to create)
  
  

• Set the following fields to ‘Average’:

  • Amount

  • Expected Revenue

  • Age

Filters

Step 1: Filter as needed.

• Show Me: All Opportunities

• Close Date: Current and Previous FY

• Opportunity Status: Closed

• Probability: All

• Type: New Customer

• (or as needed according to your Org settings)

• Type: equals Existing Customer - Upgrade, Existing Customer - Replacement

• (Or as needed according to your Org settings)

• CP: Has Deal: greater than 0

Step 2: Add filter logic

• Click the down arrow to the right of Filters > Add Filter Logic
  
  

• Add Formula: Include Rows Matching: 2 AND (1 OR (3 AND 4))

• Click Apply

• Result:

Chart Properties

• Display As: Bar

• Chart TItle: As needed

• Y-Axis: ClosePlan Adoption

• X-Axis: Average Amount

• Show Values

Additional Items

Create the Bucket Column

• Field: CP: Has Deal

• Bucket Name: ClosePlan Adoption

• Click Apply

Create Summary-Level Formula Column

• Click the down arrow on the right side of Columns

• Column Name: Win Rate

• Description: As needed

• Formula Output Type: Percent

• Decimal Points: 2

• Formula: WON:SUM/CLOSED:SUM

  • Click Validate to check formula

• Click Apply