How to Make Reporting Possible

Reports with ClosePlan data are based on templates. Each organization has one or more unique templates, therefore, it is necessary to create custom fields in the ClosePlan or Opportunity objects to create reports.

Reports are created based on report types. Account and Opportunities reports can be created from:

Accounts and Opportunities with ClosePlans
Accounts and Opportunities with and without ClosePlans

Based on this decision, the correct (standard) report type is selected or a new custom report type is created.

⚠️ Custom report types in organizations that use Role Hierarchy show all records below the current Role.

Standard reports (SFDC reports) will show all the Opportunities the Running User can see.
Custom reports will only show Opportunities owned by a User with the same Role as or a Role below them in the Hierarchy. In this case, if the missing Opportunities are owned by a User with a Role higher in the Hierarchy, the Running User will need to click on that Role in the Hierarchy selector. If there is a User without provided Role, this record will not be shown in the report.

Workaround: Create a "Global" role that sits above all other roles in the system, and then save your custom reports set with "Global" as the hierarchy level.

Report examples for which you can show data:

Playbook - Event status, Checklist progress and/or Checklist completion, etc.

Scorecard - Overall Scorecard score, Categories score, Questions completed, selected Answers with selected Scores, etc.

Relationships Map - Number of Stakeholders on the map, number of Stakeholders for individual Stakeholders values (i.e. for individual Roles, Support Status, Decision Status), etc.

ClosePlan Coverage - percentage coverage of ClosePlan within Opportunities by Rep.