Building Salesforce Reports with ClosePlan Data

How to Make Reporting Possible 2 min

Overview 1 min

Creating Commonly Used Formulas 4 min

Creating Scorecard Category Score 4 min

Creating Playbook Event Checklist Progress %, Event Status 4 min

Creating Relationship Map Individual Stakeholders Attributes 4 min

Updating Scorecard Category and Playbook Event fields in Reports for Deployed Templates 4 min

Overview 1 min

Step 1: Create Custom Fields & Configure Fields 5 min

Step 2: Create Custom Report Type 5 min

Step 3: Create the Report 5 min

End of Course Survey optional