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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
The Average ARR by Year Report is used in the ClosePlan ROI Overview Dashboard
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Report Parameters
Custom fields creation: No
Report type: OpportunitiesReport Type: Opportunities
Report Name: Average ARR by Year
Save to: ClosePlan Package Reports
Groups, Columns and Filters
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Group Rows
Fiscal Year
Type
ClosePlan Adoption (Bucket Column, see below))
Columns
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Owner Role
Opportunity Owner
Account Name
Opportunity Name
Stage
Fiscal Period
Amount
Expected Revenue
Probability %
Close Date
Created Date
Next Step
Lead Source
Set the following fields to ‘Average’:
Amount
Expected Revenue
Probability %
Filters
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Filter as needed. Example filters for the ROI Dashboard:
Show Me: All Opportunities
Close Date: Current and Previous FY
Opportunity Status: Closed Won
Probability: All
Type: equals New Business, Upsell/Cross sell
Chart Properties
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Display As: Bar
Chart TItle: As needed
Y-Axis: Fiscal Year
X-Axis: Average Amount
Show Values
Additional Items
Create the Bucket Column
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Field: CP: Has Deal
Bucket Name: ClosePlan Adoption
Range | Bucket |
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<= 0 | No ClosePlan |
> 0 | ClosePlan |
Click Apply
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Values