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:
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.
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. |