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This Report is part of the ClosePlan Managed Package installation and can be found in the 'ClosePlan Package Reports' folder. Check to see if this Report exists before you do double work!
Overview
This report shows The ClosePlan adoption by fiscal year based on a standard Report Type.Adoption by FY Report is used in the ClosePlan ROI Overview Dashboard
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Report Parameters
Report Type: Opportunities
Report Name: ClosePlan Adoption by FY
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Account Name
Opportunity Name
Type
Stage
Amount (Sum and Average)
Filters
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FIlter Filter as needed. Example filters for the ROI Dashboard:
Show Me: All Opportunities
Close Date: All Time
Opportunity Status: Any
Probability: All
Close Date: equals LAST 11 QUARTERS
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