The ClosePlan ROI Overview Dashboard provides a pre-built analytics view of how ClosePlan drives measurable improvements in deal velocity, win rates, deal size, and overall sales performance. The dashboard helps demonstrate the value of ClosePlan through data-driven insights and easy-to-understand visualizations.
What the Dashboard Shows
The dashboard includes 13 reports organized into four insight areas, providing a complete view of how ClosePlan influences deal outcomes:
ClosePlan ROI Overview
Track adoption rates, deal velocity improvements, deal size growth, and win rate uplift when using ClosePlan versus traditional methods.
Scorecard Insights
See how scorecard usage and scoring correlate with win rates and identify which scoring categories drive success.
Playbook Insights
Understand how playbook completion affects deal outcomes and which checklist items most strongly predict wins.
Relationship Map Insights
Analyze stakeholder mapping effectiveness by examining how mapped relationships influence success rates across deal stages.
How to Access the Dashboard
The dashboard is included in the latest ClosePlan Managed Package. Request the installation link from your CSM or install it via the ClosePlan Admin Releases tool. After installation, the dashboard automatically appears in the ClosePlan Dashboards folder for users with appropriate permissions.
Frequently Asked Questions (FAQs)
How much data is needed for meaningful insights?
At least six months of ClosePlan usage across multiple opportunities is recommended for statistically relevant results.
Can the dashboard be customized?
Yes. You can apply standard Salesforce dashboard customizations such as filters, date ranges, and layout changes. Report-level edits require Salesforce admin access.
What if we don’t have data for all ClosePlan features?
Widgets with missing data will display “No data available.” Others will still show meaningful insights.
How often does the dashboard update?
Data refreshes on the same schedule as your standard Salesforce dashboards (usually every few hours).
Will this impact system performance?
Reports are optimized for speed but may load more slowly in organizations with very large datasets (10,000+ opportunities).
Need Help?
Reach out to your CSM or email support@backstory.ai.