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Opportunity ClosePlan Adoption Report

Custom fields creation:

Report type:

Opportunities

Filters:

Different Organizations will require a ClosePlan to be created for Opportunities based on specific data points, for example Deal Size or Deal Stage. These can be built into your filters to give a more accurate reflection of adoption based on the expectation communicated to users.

Dashboard type:

Donut

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Please Note:

To the right on this slide is a support video and on each slide are images that you may find useful.

To create the Opportunity ClosePlan Adoption Report, please click on Next Step

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