Preinstalled PBO Dashboard Report: Win Rates Report

Owned by David Depman
Last updated: yesterday at 3:27 pm
2 min read

This Report is part of the ClosePlan Managed Package installation and can be found in the 'ClosePlan Package Reports' folder. Check to see if this Report exists before you do double work!

Overview

The Win Rates Report is used in the ClosePlan ROI Overview Dashboard

Report Parameters

Standard Report Type: Opportunities

Report Name: Win Rates

Save Report to: ClosePlan Package Reports folder

Groups, Columns and Filters

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Groups

  • Stage

  • Close Date (Grouped Quarterly)

Columns

  • Opportunity Owner: Full Name

  • Account Name: Account Name

  • Opportunity Name

  • 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)

  • Close Date

  • Lead Source

  • Type

  • Scorecard Score %

Summary Formula Columns

Filter

Filter as needed. Example Filters for the PBO Dashboard:

  • Show Me: All Opportunities under role: CEO

  • Close Date: All Time

  • Close Date: equals LAST 11 QUARTERS

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