ClosePlan Forecast Call Reports grouped by Fiscal Period provide Users and Managers with a detailed understanding of Opportunities, fed by ClosePlan data.

The ‘ClosePlan Forecast Call Report grouped by Fiscal Period’ surfaces information from:

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

This guide will walk you through the steps to create the ClosePlan Forecast Call Report grouped by Fiscal Period.

To begin creation of the Report, click Next Step

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