ClosePlan Reports Guides

The following Guides will walk you through the steps to create ClosePlan Reports in Salesforce. These Reports will help Sales teams and Sales Leaders, Marketing, Customer Success and more to view and understand Opportunity and pipeline health with information surfaced from ClosePlan.

Support Processes

In creating reports, it may be necessary to create common and/or custom Fields, as well as synch information between Templates and the newly created fields. The following Guides support the Report building process and will be linked from within the guides. They are placed here for your reference.