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Recipe: Create a report correlating trackers to business impact/win rate

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    Take the Win rate per Q for competitive Opps out-of-the-box report that shows you the quarterly trend of how often you won opportunities when there was competition, and adapt it for a different tracker.

    1. Go to Reports > All Folders > Gong Reports.

    2. Open the Win rate per Q for competitive Opps report.

      Gong_for_salesforce_app_create_report

    3. In the Filters tab, change the Tracker Name filter to the name of the tracker you want to create the report for.

      Gong_for_salesforce_app_create_report2

    4. Change the Tracker Occurrences filter to the number of occurrences you want to create the report for.

    5. (Optional) To add a filter for a particular phrase, add a filter for Tracker phrase.

      Gong_for_salesforce_app_create_report3

    6. Save the report.

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