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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

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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