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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 ClosePlan adoption by fiscal year based on a standard Report Type.
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Report Parameters
Report Type: Opportunities
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Save to: ClosePlan Package Reports
Groups, Columns and Filters
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Groups
ClosePlan Adoption (Bucket Column)
Close Date (Grouped Quarterly)
Columns
Account Name
Opportunity Name
Type
Stage
Amount (Sum and Average)
Filters
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FIlter as needed. Example filters:
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