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This Report is part of the ClosePlan Managed Package installation and can be found in the 'ClosePlan Package Reports' folder.
Overview
This report shows the average Amount deal size of Opportunities with ClosePlans based on a standard Report Type.
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Report Parameters
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Standard Report Type: Opportunities
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Save to: ClosePlan Package Reports
Groups, Columns and Filters
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Groups
Close Date (Grouped Quarterly)
ClosePlan Adoption (Bucket Column)
Type
Columns
Owner Role
Opportunity Owner
Account Name
Opportunity Name
Stage
Fiscal Period
Amount (Sum and Average)
NOTE: Amount is a Standard Field, Orgs may have a custom Field to represent the true 'Amount' of an Opportunity. Ensure the correct ‘Amount’ Field is used!
Expected Revenue (Sum and Average)
Probability % (Average)
Age (Average)
Created Date
Lead Source
CP: Has Deal
Summary Formula Columns
ClosePlan Adoption (Summary formula)
Filters
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FIlter as needed. Example filters:
Show Me: All Opportunities
Close Date: All Time
Opportunity Status: Closed
Probability: All
Stage: equals Closed Won
Close Date: equals LAST 11 QUARTERS
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