The ClosePlan Forecast Call Report provides Users and Managers with a detailed understanding of Opportunities, fed by ClosePlan data.

The ‘ClosePlan Forecast Call Report’ surfaces information from:

• Scorecard - Last modified Date + your sales methodology elements (e.g. MEDDIC elements)
• Playbook - Summary of Playbook completion %
• Relationship Map - Role Goal summary, # of Stakeholders
• Opportunity - Average Days to Close

This guide will walk you through the steps to create the ClosePlan Forecast Call Report. 

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